Import Existing Contacts

1. Prepare Your CSV File

• Ensure your spreadsheet has clear column headers (e.g., First Name, Last Name, Email, Phone).
• [IMAGE PLACEHOLDER: Screenshot of an example CSV file in Excel/Google Sheets]
• Save the file as a .csv format.

2. Upload to RevStackr

• Navigate to Contacts and click the 'Import Contacts' icon (an arrow pointing up) at the top right.
• [IMAGE PLACEHOLDER: Screenshot of the Import Contacts icon]
• Upload your CSV file and click Next.

3. Map Your Fields

• RevStackr will attempt to auto-map your columns to standard CRM fields.
• Review each mapping carefully. If a column doesn't match an existing field, select 'Create a Custom Field' directly from the dropdown.
• [IMAGE PLACEHOLDER: Screenshot of the Field Mapping interface]

4. Finalize Import

In the final step, you can add a Tag to all imported contacts (highly recommended) and choose your duplicate strategy (Update existing contacts based on Email/Phone, or Add as new). Click 'Submit' to begin the import.