BizCortex documentation

Import contacts from CSV or Excel

Upload a list, map the columns and record the legal basis for every imported contact.

Open Contacts and click "Import", or click "Import" under Contacts in the sidebar. The import runs in four steps: Upload file, Map columns, Legal basis and Result.

Import contacts from CSV or Excel
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales

Steps

  1. 1. Upload file

    Click "Choose a CSV or Excel file…". CSV files with comma or semicolon and Excel files (.xlsx) are accepted. The header row is found automatically and German column names are recognised.

  2. 2. Map columns

    Each column of your file is shown with an example value. Pick the matching field or "ignore". Fields: Company, Contact person, Phone, Email, Website, Language, Time zone and Reason (§7 UWG). Unmapped columns are stored as extra fields. Company and Phone are required; without them the import cannot run. Rows with problems are listed with their row number and reason.

  3. 3. Legal basis

    Choose the type ("Presumed consent (B2B)" or "Existing customer") and write the concrete reason. It is attached to every imported contact. Choose the language of the contacts. If the reason is too short, the button warns that the contacts will be blocked.

  4. 4. Run the import

    Click "Import N rows". The result shows Created, Duplicates skipped and Failed. Click "Go to contacts" or "Import another file".

Good to know

  • A file may be at most 5 MB and 20,000 rows.
  • Contacts imported without a reason are kept but cannot be called until you document one for each.
  • Duplicates are skipped and not changed.

Related

  • Legal basis and consent

    Document the reason to call (§7 UWG) and record express consent for email.

  • Contacts list

    All contacts for phone sales with company, stage, legal basis, source and next step.