Bringing your existing contacts into Revamp365 takes a few minutes with the import wizard. You upload a CSV, tell Revamp365 which column maps to which field, decide how existing records are handled, and watch the results as the import runs.
Open the import wizard
Go to Contacts CRM and click Upload Contacts in the top-right corner.
The wizard accepts a comma-delimited CSV or TXT file up to 100 MB. If you do not have a file ready, click Download Template to get a sample CSV with every supported column already in the header row.
Drag your file onto the drop zone or click Choose file, then click Upload File. Revamp365 reads your header row and the first few rows so it can suggest a mapping for each column.
Map your columns
On the Map columns step, every column from your file gets its own row with a few sample values and a Map to dropdown. Columns Revamp365 recognizes are tagged Auto matched — always double-check them.
Fields are grouped to make them easy to find:
- Contact Info — email, phone, name (or separate first and last name), plus additional emails and phones
- Address – Mailing and Address – Property — map a single full-address column to have it parsed into street, city, state, and ZIP, or map the parts individually
- Lead Management — lead status, temperature, source, and lead manager
- Tags and Categories — tags, lists, counties, ZIPs, and more
- Custom Fields — any custom fields you have created
Set any column you do not want to import to Skip. You must map at least an email or a phone column before you can continue, and no two columns can point at the same field. A live preview of the first few rows updates as you map, so you can confirm the data lands where you expect.
Choose how duplicates are handled
On the Import settings step, pick an import mode:
- Create and update — add new contacts and update any that already match
- Update only — only update existing matches, and skip everything else
- Create only — add new contacts and skip rows that already match
Then choose which fields decide a match: Email, Phone, or External ID. You can also apply default tags and default lists to every contact in the file — handy for marking the whole batch as one campaign or source.
Start the import and read the results
Click Start Import. The wizard shows live progress with running counts of created, updated, skipped, and errors. Large files run in the background, so you can keep working.
When it finishes, you get a summary. If any rows had problems, click Download Error Report for a CSV that lists the row number, the error, and the original data so you can fix and re-import just those rows. Click View Imported Contacts to see them in your list.
If progress stalls for more than a few seconds, the background queue worker may not be running — ask your admin to start it.
Clean up a messy file first
If your export has odd delimiters, merged columns, or junk rows, click Messy file? Let AI clean it up for you on the upload step. Revamp365 detects the format, proposes a cleaned version with an explanation of what it fixed, and lets you apply it before mapping.
Once your contacts are in, scan for duplicates with Find and merge duplicate contacts.