How can I import custom fields using a CSV file?

Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. Follow these steps:

1. Prepare Your CSV File

• Create a CSV file with clearly labeled column headers.
• Include both standard fields (e.g., Name, Email) and any custom fields (e.g., Icebreaker, Referral Source).

2. Start the Import Process

• Go to the import section in your system.
• Upload your CSV file.

3. Map Your Fields

• The system will prompt you to match each CSV column to a corresponding field.
• Ensure all columns, especially custom fields, are mapped correctly.

4. Complete the Import

• Review the field mapping.
• Confirm and finalize the import.

Updated on: 16/10/2025