Import your contacts - Sheetsmith CRM help

You should never have to type your customers in again. The importer takes two kinds of file: a CSV (what any spreadsheet can save) and a vCard, the .vcf file that phones and address books export.

Step by step

Open Settings and find Import contacts.
Choose your file. Nothing is saved yet.
Read the preview, then press Import.

The import preview: what was found, which columns are used, who you already have

The preview tells you:

How many contacts were found in the file.
Which columns are used and where each one goes, and which columns are not imported. If a column you care about is listed as not imported, rename its heading (see the table below) and choose the file again.
Who you already have. Anyone with the same email address, or the same name and phone number, as an existing contact is skipped, so importing the same file twice does no harm.
How many your plan has room for. On the free plan only the first 25 can come in; the rest are left out, not lost, and can be imported after upgrading.

Large files are imported steadily, a few contacts a second, and the button shows progress. You can import up to 5,000 rows at a time.

Getting the file

From a spreadsheet (Excel, Google Sheets, Numbers): File → Save as / Download → CSV. The first row must be headings.

From an iPhone: Contacts → Lists → press and hold All Contacts → Export. Save the file or send it to yourself, then choose it in the importer.

From an Android phone: Contacts → Fix & manage → Export to file.

From Google Contacts: contacts.google.com → Export → vCard (or Google CSV, both work).

From Outlook: People → Manage contacts → Export, which gives you a CSV.

From another CRM: export contacts as CSV.

Column headings that are recognised

Goes into	Headings that work
Name	Name, Full name, Display name, Contact, Client, Customer. Or separate First name and Last name (or Surname) columns
Company	Company, Company name, Organisation, Organization, Business
Email	Email, E-mail, Email address, E-mail 1 - Value
Phone	Phone, Telephone, Mobile, Mobile phone, Tel, Phone number, Phone 1 - Value, Business phone
Tags	Tags, Tag, Type, Category, Categories, Labels
Notes	Notes, Note, Comments

Capital letters do not matter. A row needs a name; if there is no name but there is a company, the company is used as the name.

If something goes wrong

"No contacts found": the first row is probably not headings, or no column is called Name. Add a heading row and try again.
Strange characters in names: save the spreadsheet as CSV UTF-8 rather than plain CSV.
Everything landed in one column: the file uses semicolons instead of commas. Open it in a spreadsheet and save it as CSV again.
It stopped part-way: the message says how many were imported. Choose the same file again; the ones already in are recognised and skipped.

Updated 20 September 2026 · applies to every plan unless the page says otherwise.