Bulk upload brings your contacts in from wherever they live now. It is built to accept messy data and fix it, rather than reject the file and make you clean it up.
#Step 1, upload
Bulk Upload Contacts
Import contacts from a CSV or Excel file.
Supported: CSV (.csv), Excel (.xlsx, .xls), max 2,000 records
| Accepted | |
|---|---|
| File types | CSV (.csv) and Excel (.xlsx, .xls) |
| Contact source | Google Contacts, Apple Contacts, Outlook / Microsoft, ActiveCampaign, or a custom CSV |
| Size | Up to 2,000 records per file |
Telling it the file came from Google or Outlook lets it apply the right column-detection rules for that export format. Pick Custom CSV only if none of them apply.
A larger file is not rejected, the first 2,000 records are processed and you are told how many the file contained. Split the file yourself if you need all of them, or nothing beyond row 2,000 arrives.
#Step 2, map columns
EasyDigz reads your headers and matches them to its own fields. Review and adjust. See Mapping your columns.
#Step 3, review fixes
Data problems are corrected automatically and shown to you as a summary. Nothing to do unless you disagree. Rows missing an email, a phone, or both are flagged here too, never filled in with made-up details. See What the importer fixes for you.
If your file had no issues at all, this step is skipped entirely.
#Potential matches
If a row looks like it could already exist in your Accounts, the Potential Matches panel opens automatically before you can continue. Each candidate is scored and labelled Definitive or Review: Definitive means an identifier (email or phone) and a compatible name both matched, and is safe to merge on sight; Review means only one of those matched, and needs your own side-by-side check of name, email, phone and address before you decide.
| Choice | What it does |
|---|---|
| Merge | Only the fields present in your uploaded row overwrite the existing account, a blank field in your file leaves the existing value untouched. Tags are combined, not replaced, the existing account keeps its own tags plus whichever tag you choose for this import |
| Skip | Leaves the existing account untouched and does not import the row as a new one |
A matching surname is not enough by itself, check the email and phone too before merging.
#Step 4, confirm and import
- 1
In Assign tags to these contacts, pick or create the tags for this import.
Open the dropdown, search your tags, or type a new name to create one. Lead is always applied and locked, so every contact gets Lead plus whatever you pick, for example Lead + Buyer. Give every import its own specific tag as well, it is your only reliable way to find or undo that batch later, see Import history.
- 2
Preview the list one last time.
Details are grouped into Name, Contact, Address and Business columns, one row per contact. The header stays put as you scroll, you can page through and choose how many rows to show, and anything fixed or trimmed is shown in red with a short label.
- 3
Click Import Now.
#It runs in the background
You can close the window and carry on working. A progress bar stays visible as you move around, and you get a notification with a summary, imported, skipped, merged, when it finishes.
#For the cleanest import
- A full name, a valid email and a properly formatted phone number for every row. A row missing either one still imports, flagged, but that contact cannot be emailed or called until you add it.
- Unique email addresses within the file.
- Files split to 2,000 rows or fewer.
- Even messy data will import, the fixes exist for exactly that, but the less it has to guess, the better the result.