Importing Contacts

The fastest way to get your audience into Score CRM is by uploading a CSV file. You can import hundreds of thousands of contacts at once — Score CRM processes 100,000 rows in under 30 seconds.

Preparing Your CSV File

Your CSV needs just one required column: email. Everything else is optional but recommended — the more data you include, the better you can personalize and target your emails.

Columns You Can Include

Column	Required?	What it's for
email	Yes	The contact's email address — this is how Score CRM identifies each person
first_name	No	For personalizing emails ("Hi Sarah!")
last_name	No	Full name personalization
phone	No	Phone number for your records
city	No	Useful for location-based targeting
country	No	Use 2-letter codes like US, UK, IN for best results
score	No	A number you assign — great for lead scoring or engagement ratings
Any other column	No	Automatically saved as a custom field

Example CSV

email,first_name,last_name,city,country,plan_type,signup_date
john@example.com,John,Doe,New York,US,premium,2024-01-15
jane@example.com,Jane,Smith,London,UK,free,2024-03-20

In this example, plan_type and signup_date don't match any standard column — so they're automatically saved as custom fields. You can later use these to personalize emails (e.g., "Your plan_type plan...") or build segments ("all premium users in the US").

How to Upload

1. Go to Customers → Uploads
2. Select the list you want to add these contacts to (or create a new list first)
3. Click Upload CSV and pick your file
4. Score CRM validates and imports your contacts
5. Check the result in the upload history

What Happens When You Upload

• Email validation — invalid email formats are skipped automatically. For deeper checks (mailbox existence, disposable addresses, catch-all domains), see Email Validation
• No duplicates — if a contact with the same email already exists, their info gets updated with the new data instead of creating a duplicate
• List assignment — every imported contact is added to the list you selected
• Custom fields — any non-standard columns are saved as custom fields on each contact

tip

Uploading the same contact to multiple lists? That's perfectly fine. Score CRM knows it's the same person — they'll appear in both lists but only exist as one contact record. When you send a campaign to both lists, they'll only receive the email once.

Upload History

You can review all past imports on the Uploads page. Each entry shows:

• When the upload happened
• Which list the contacts were added to
• The file name
• How many contacts were processed
• Whether the upload succeeded or had issues

Troubleshooting Uploads

Problem	How to fix it
"Missing email column"	Make sure your CSV has a column header named exactly email
Some contacts weren't imported	Check for invalid email formats — rows with bad emails are skipped
File is too large	Split your CSV into chunks of 200,000 rows or less
Special characters look wrong	Save your CSV with UTF-8 encoding (most spreadsheet apps have this option in "Save As")

Tips for Clean Imports

• Test with a small file first — upload 10-50 rows to make sure your columns map correctly before importing your full list
• Use consistent column names — if you call it plan_type in one upload, don't call it Plan Type or plantype in the next
• Use YYYY-MM-DD for dates — this format (e.g., 2024-01-15) lets you use date comparisons in segments later
• Save as UTF-8 — especially if your data includes names with accents or non-English characters