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Import contacts from a CSV or XLSX file

Upload a contact spreadsheet, map its columns, and review the import results.

For planners · Imports and files

How to do it

These steps are for PlanWell on the web.

  1. Open Clients → Contacts and choose Import. Select Choose file to upload a CSV or XLSX file with one header row, or paste rows into Copied sheet cells and choose Review pasted contacts.
  2. Map the columns to PlanWell fields. Map a full name column, or both first and last name, and choose the contact type.
  3. Review the sample before importing. Choose Import followed by the contact count, then review Imported, Skipped, and Needs attention in the result. Choose Done to close the import.

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