---
title: "Import Contacts"
description: "Streamlining your outreach starts with importing your contacts."
url: https://support.agentsuite.ai/en/articles/39-import-contacts
collection: "Getting Started with Agent Suite"
updated: 2026-11-09
language: en
---

# Import Contacts

Streamlining your outreach starts with importing your contacts.

This guide walks you through how to successfully import contacts into **Agent Suite**  
ensuring your leads are properly organized, tagged, and ready for follow-up.

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## **Step 1: Prepare Your CSV File**

Before importing, ensure your file meets the following requirements:

-   File must be in **.CSV format**
    
-   Each column should have a clear header (e.g., First Name, Last Name, Email, Phone)
    
-   Each row should represent one contact
    
-   Phone numbers must be formatted in **E.164 format** (e.g., +15551234567)
    

**Supported Fields Include:**

-   First Name
    
-   Last Name
    
-   Email
    
-   Phone
    
-   Company Name
    
-   Tags
    
-   Custom Fields
    

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## **Step 2: Access the Import Tool**

1.  Log into your account.
    
2.  Navigate to **Contacts**  
    
    ![](https://staticfiles.gleap.io/ghelparticle/2CmmsYAnweJqySImpIxop8ZKr3gr67pGFW3NaUxnBDcONiLr4Kcg6QHAk8jxboXaBKM719PwgDS.png)
    
3.  Select **Import Contacts**
    

![](https://staticfiles.gleap.io/gattachments/EqhCCf4IGhFXOlgN2BR4RRE8r0eqjwfxng85qcGVDUVQUD4oIJTRq0gnQMUT5cnMVIr3nebesL3.png)

  
  

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**Step 3: Upload Your File**

1.  Click **Upload File.**
    
2.  Select your CSV file (CSV files up to 50MB).
    
3.  Allow the system to process your upload.
    

![](https://staticfiles.gleap.io/gattachments/sZwBEyP7bjCuxpYEA4yTuDqRSbpLFkufW6289UOKZogsUz0JHxMoa9SYP9LzBKpRBehdH78kpct.png)

* * *

  
**Step 4: Map Your Fields**

Match each column in your CSV file to the correct system field.

-   Ensure phone and email fields are mapped correctly.
    
-   Confirm all required data is aligned.
    

**Note:** Agent Suite includes most required custom fields by default. In most cases, you will only need to map your columns to existing fields.

![](https://staticfiles.gleap.io/gattachments/Y9LUKPtJaycUtaRzftZC07vkEkndNyPtHpvMfjpyx5LC8NQt1usEDakUncR1U2TjRZyK4d5bSTH.png)

![](https://staticfiles.gleap.io/gattachments/n2ej9Jnw45pEOE7O54AEVDaZVyvb4HWeKRZOcDM6J4j8Ds3ZdXiZryGBo6dtYNyBoNGcXDZiPYK.png)

  
  

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## **Step 5: Add Tags Before Finalizing Import**

Before completing the import, you will see a screen where you can create a smart list or assign tags.

At this stage, ensure you:

-   Add the appropriate **product tag (eg. mortgage protection, final expense)**
    
-   Add any additional tags needed to manage and segment your contacts
    

**Example Tags:**

-   Facebook Lead
    
-   Webinar Registration
    
-   Cold List
    

![](https://staticfiles.gleap.io/gattachments/xu7QK76oYydTN5MTM5nnp8jqBzghO7fRsXIJZ9RelpDlk5db0wjESogAjfmvzcFSn0VXuWIQGnF.png)

  

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## **Agent Suite Tagging Requirement**

For Agent Suite users, tagging is required for proper systemfunctionality.

Each contact must include a tag that identifies the **type of insurance product**, such as:

-   Mortgage Protection
    
-   Final Expense
    
-   Medicare
    
-   IUL
    
-   Annuities
    

![](https://staticfiles.gleap.io/gattachments/sbwHytbI3kCWeYVOC1hVgcXc2HMFeJGlSZI7GMy4ine1UFNTS3qywN7VvIJ0hWJguBzKYSlkbD7.png)

  

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**Why Tagging is Critical**

If contacts are not tagged correctly:

-   AI may send incorrect or irrelevant messages
    
-   Leads may be routed to the wrong pipeline
    
-   Opportunities may not be created
    
-   The AI may not understand how to respond when a lead replies via SMS
    

When contacts are tagged correctly:

-   Messaging is aligned with the lead’s intent
    
-   Conversations remain accurate and relevant
    
-   Opportunities are created and routed properly
    
-   Overall conversion rates improve
    

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## **Step 6: Complete the Import**

Click **Import** to finalize.

Once completed:

-   Contacts will appear in your system
    
-   Tags and fields will be applied
    

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**Important: Workflow Usage**

**Do not add contacts to workflows during the import process.**

Workflows should only be triggered after:

-   Tags have been verified
    
-   Fields are correctly mapped
    
-   Contacts are properly segmented
    

Triggering workflows too early can result in:  

-   Incorrect messaging
    
-   Poor customer experience
    
-   Misrouted leads
    

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**Troubleshooting**

**Contacts Not Importing**

-   Verify CSV formatting
    
-   Ensure required fields are valid
    

**Phone Number Errors**

-   Confirm numbers are in E.164 format
    
-   Example: +15551234567 (not (555) 123-4567)
    

**Field Mapping Issues**

-   Check column headers
    
-   Ensure custom fields exist before import
    

**Duplicate Contacts**

-   Review duplicate handling settings prior to import
    

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