Preparing Your CSV File
Recommended columns for a contacts import:
- •First Name and Last Name (or Full Name) — required
- •Email — for email campaigns and tracking
- •Phone — for follow-up calls
- •Job Title — for filtering and personalisation
- •Company / Account Name — links to an Account record
- •Department — Sales, Marketing, Engineering, etc.
- •Owner Email — the Vedain team member to assign this contact to
Running the Import
- Go to Settings → Import.
- Select Contacts as the import type.
- Download the sample CSV to see the expected column format.
- Upload your prepared CSV file.
- Map your CSV columns to Vedain contact fields.
- Choose duplicate handling: skip, update, or allow duplicates (matched by email).
- Click Import.
- Review the results: imported, skipped (duplicates), errors.
Automatically Linking to Accounts
Include a Company or Account Name column in your CSV. During import, Vedain looks for an existing Account with that name. If found, the contact is linked. If not found, a new Account is created automatically.
Frequently Asked Questions
Can I import contacts and automatically link them to accounts?
Yes. Include a Company or Account Name column in your CSV. Vedain automatically links to or creates Accounts based on the company name in each row.
What if I have contacts from multiple companies in one CSV?
That is perfectly fine. Each contact can have a different company name in the Company column. Vedain creates separate Account records for each unique company name.
Can I import custom field data for contacts?
Yes. In the column mapping step, your custom fields appear in the right-hand list. Map the corresponding CSV column to the custom field name.
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