Uploading a CSV in Revamp365 does not touch your contacts. The upload step only stores the file and builds a preview, so the Upload, Map Fields, and Settings steps act as a full dry run — nothing is created or updated until you click Start Import.
Open the import wizard
- Go to the Contacts page.
- Click Upload Contacts (top of the list, next to + Add Contact).
- Drag a file onto the dropzone or click Choose file. Comma-delimited
.csvor.txtup to 100 MB are accepted. - Click Upload File.
The wizard runs through five steps: Upload, Map Fields, Settings, Processing, Results. The import is created with status pending and writes zero contacts at this point.
Read the mapping preview and row count
Step 2 (Map Fields) shows what was parsed:
- The header reads
<filename> — <N> rows detected, so you can confirm the row count before committing. - Columns Revamp365 recognizes (email, phone, name, mailing/property address, tags, custom fields, and more) get an Auto matched badge. Each row shows up to three Sample values from your file.
- The Live preview table renders the first three rows exactly as they will land, using your chosen CRM field labels.
You must map at least an email or phone column, and you cannot point two columns at the same field, or Continue stays disabled. Special targets parse on the fly: Full Mailing Address / Full Property Address split into street, city, state, and zip; Notes becomes a contact note; Lead Manager Email resolves to a teammate by email.
Choose settings (still no writes)
Step 3 (Settings) controls matching:
| Setting | Options | Effect |
|---|---|---|
| Import mode | Create and update / Update only / Create only | Whether unmatched rows create contacts, matched rows update, or matches are skipped |
| Dedup fields | Email, Phone, External ID | Which fields identify an existing contact |
| Default tags / lists | Comma-separated | Applied to every imported row |
If mode is anything other than Create only, pick at least one dedup field or Start Import is blocked. Rows with no email and no phone cannot create a contact and are skipped.
Commit, then check results
Clicking Start Import queues a background job — the only step that writes data. The Processing screen polls every two seconds and shows a live tally: processed, created, updated, skipped, and errors. You can close the wizard and return; it resumes where it left off.
On Results, if any rows failed, click Download Error Report for a CSV with row_number, error_message, and the original row data (invalid email, bad lead temperature, missing identity, and similar). Fix those rows and re-upload.
Discard a preview without polluting the CRM
To validate and walk away cleanly: upload, inspect the preview, then on Step 1 find the file under Recent imports and click the trash icon. Any import still pending (or cancelled/failed) deletes along with its stored file and writes nothing. Stale pending uploads are auto-purged after a day.
If the file is too messy to map, use Fix this file with AI on a rejected upload, or clean it before importing. For combining matched records afterward, see find and merge duplicate contacts.