Import and Export Contacts
Import contacts from CSV. Map columns to contact fields. Export contacts to CSV for backup and migration.
Import and Export Contacts
Use CSV import to add many contacts at once, and CSV export to back up or migrate your contact list. Both operations work with standard comma-separated values (.csv) files.
Importing Contacts
Supported Format
CrystalQore supports CSV (Comma-Separated Values) for import. Your file should:
- Use commas to separate values
- Have a header row with column names
- Encode special characters correctly (UTF-8 is typical)
Import Steps
Open Import — In the Contacts module, open the Import option (often under a menu or settings).
Upload or select your CSV file — Choose the file from your device. The import wizard will load it.
Map columns to contact fields — Match each CSV column to a CrystalQore contact field (e.g., "First Name", "Email", "Phone"). The wizard shows a preview so you can verify mapping.
Review and confirm — Check for errors (duplicates, invalid data). Adjust mapping if needed, then run the import.
Field Mapping
During import, you map CSV columns to these contact fields (where available):
| CrystalQore Field | Common CSV Column Names |
|---|---|
| First Name | first_name, firstName, First Name |
| Last Name | last_name, lastName, Last Name |
| email, Email, E-mail | |
| Phone (Work) | phone, work_phone, Phone |
| Phone (Mobile) | mobile, cell, Mobile |
| Company | company, Company, Organization |
| Title | title, Title, Job Title |
| Address | address, Address |
| Notes | notes, Notes, Description |
Column names in your CSV may differ. The mapping step lets you assign each column to the correct field. Unmapped columns are ignored.
Handling Duplicates
The import process may detect duplicate contacts (e.g., same email or phone). You can typically:
- Skip — Do not import duplicates
- Update — Update existing contacts with new data
- Import all — Import anyway (may create duplicates)
Choose the option that fits your use case.
Exporting Contacts
Export Steps
- Open Export — In the Contacts module, open the Export option.
- Select scope — Choose which contacts to export (e.g., My Contacts, Shared with Me, or a filtered list).
- Download CSV — Start the export. A CSV file downloads to your device.
Export Contents
The CSV includes the contact fields you have in CrystalQore:
- Name, email, phone numbers
- Company, title, department
- Address
- Notes
- Other configured fields
You can open the CSV in Excel, Google Sheets, or any spreadsheet or CRM that supports CSV.
Use Cases
Migration
Export contacts from another system (or a spreadsheet), adjust the CSV if needed, then import into CrystalQore. Use column mapping to align your source format with CrystalQore fields.
Backup
Export your contacts periodically as a backup. Store the CSV securely. If data is lost, you can re-import from the backup.
Bulk Updates
Export contacts, edit them in a spreadsheet (e.g., fix phone formats, add missing data), then re-import. Use the duplicate-handling option to update existing records.
Large imports may take time. Avoid closing the browser or navigating away until the import completes. If it fails, check the file format and column mapping.
Related
| Page | Description |
|---|---|
| Managing Contacts | Create and edit contacts manually |
| Sharing Contacts | Share contacts with teammates |
| Contacts Overview | Contact views and features |