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How do I import or export my contact list?

Import contacts as a CSV or XLSX file from your CRM/Contacts area in the dashboard, then map the columns and confirm. To export, open Contacts, apply any filter you want, and choose Export or Download CSV.

To import contacts:

  • Go to your CRM or Contacts area in the dashboard.
  • Look for an Import or Upload Contacts option.
  • Upload a CSV or XLSX contact file.
  • Review the column mapping and map fields such as email, first name, last name, phone number, notes, and any custom fields.
  • Choose or create the contact list you want the imported people added to.
  • Confirm the import.

To export contacts:

  • Go to your CRM or Contacts area.
  • Filter the contacts if you only want to export a specific segment or list.
  • Look for an Export option and choose CSV.
  • Download the file.
For best results, use a spreadsheet with clear column headers, for example: First Name, Last Name, Email, Phone, Notes, Tags or List, Last Hunt Date, Preferred Species, and State. Make sure each contact has at least an email address or phone number for the cleanest import.