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Import Contacts

Applies to: 0.1.1-Phase1B · Permission:

Overview

Bring contact data into OneSuite using the available import workflow.

Requirements

CRM import access and a clean contact list file.

Step-by-Step Instructions

  1. Prepare your file
  2. Open Import Contacts
  3. Upload or map the available fields
  4. Review the import
  5. Confirm results.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Clean duplicate rows before importing.

Troubleshooting

If fields do not map as expected, simplify the file headers and retry.

Related Articles

  • Contacts
  • Export Contacts
  • CRM Overview

Last Updated: July 7, 2026

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