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)

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 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
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 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

  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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