CrystalQore

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)

Download Sample CSV

Before creating your import file, you can download a sample CSV directly from the import dialog. The sample file shows the expected column format and includes example data — use it as a starting template.

  1. Open the Import dialog
  2. Click Download sample CSV
  3. Open the file, fill in your contacts, and save

Import Steps

Open Import — In the Contacts module, click the Import button (often in the header or under a menu).

Upload your CSV file — Select the file from your device. The import wizard loads it and detects columns.

Map columns to contact fields — CrystalQore auto-detects common column names (e.g., "first_name" maps to First Name, "phone" maps to Phone). Review the suggested mapping and adjust any columns that weren't matched correctly.

Preview results — The wizard shows:

CategoryDescription
ValidRows that will be imported successfully
InvalidRows with errors (missing required fields, bad format) with specific reasons
DuplicatesRows matching existing contacts (skipped automatically)

Review the counts and invalid row details before proceeding.

Confirm and import — Click Import to add the valid contacts to your directory.

Field Mapping

During import, you map CSV columns to these contact fields (where available):

CrystalQore FieldCommon CSV Column Names
First Namefirst_name, firstName, First Name
Last Namelast_name, lastName, Last Name
Emailemail, Email, E-mail
Phone (Work)phone, work_phone, Phone
Phone (Mobile)mobile, cell, Mobile
Companycompany, Company, Organization
Titletitle, Title, Job Title
Addressaddress, Address
Citycity, City
Statestate, State, Province
Zip CodezipCode, zip, Zip Code, Postal Code
Countrycountry, Country
Tagtag, Tag, Category
Notesnotes, 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 detects duplicate contacts (e.g., same email or phone number already exists in your directory). Duplicates are automatically skipped — only new contacts are imported. The preview step shows exactly how many duplicates were found so you can verify before proceeding.

Exporting Contacts

Export Steps

  1. Open Export — In the Contacts module, open the Export option.
  2. Select scope — Choose which contacts to export (e.g., My Contacts, Shared with Me, or a filtered list).
  3. 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.

PageDescription
Managing ContactsCreate and edit contacts manually
Sharing ContactsShare contacts with teammates
Contacts OverviewContact views and features

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