Import .csv Spreadsheet

Import any .csv spreadsheet very quickly from any other CRM or Marketing tool.

You can import any .csv spreadsheet easily into Rechat and export from any other CRM or marketing tool without really having to make any updates.

Steps

1. Go to your Contacts tab on the side navigation bar.

2. Select the drop-down on the button on the top right of the page and select Import CSV Spreadsheet.

3. On the next screen you can drag-and-drop your file or select Upload and add your .csv file.

4. Set the Owner if you are importing this for a team member, otherwise select Next.

5. On this screen you will be able to map all the columns in your spreadsheet into Rechat fields. Rechat will try to map as many of them as possible for you to speed up your work but you can update them as you see fit.

How to Save/Convert Excel into a .csv File

Import Template

If you prefer to use a clean template, you can download and use this CSV template here to import your contacts into Rechat.

Important: When downloading make sure you choose the comma-separated values (.csv) format.

Split data into different columns in Microsoft Excel

If you have a long address in one column and need to break it up on import please follow this instructions