Contacts & prospecting
Import
Import users or contacts in bulk from a CSV file or a connected tool.
The Import section lets you add people in bulk rather than one by one. There are two paths: a CSV file, or synchronization from a connected tool such as Microsoft Entra.
Import a file
- Open Import.
- Upload your file (CSV).
- Map your file's columns to ECARD fields (name, email, job title, phone, company…) and to any custom attributes.
- Run the import and review the summary (rows imported, skipped, duplicated).
A screenshot of the column-mapping screen helps show how to associate "Job title" with
jobTitle, for example.
Prepare a good file
- One row per person, with a valid email on each row.
- A clear header row (Name, Email, Job title…).
- UTF-8 encoding to preserve accents.
- A single format per column (e.g. phone numbers in the same format).
Minimal example
firstName,lastName,email,jobTitle
Marie,Dupont,marie.dupont@example.com,Sales Director
Paul,Martin,paul.martin@example.com,Project ManagerFrom a connected tool
You can also synchronize your users from Microsoft Entra instead of importing a file — handy to keep the directory up to date automatically. See Microsoft Entra.
Troubleshooting
- Some rows are skipped → missing or invalid email, or a detected duplicate. Fix the file and re-import.
- Accents are broken → save the CSV as UTF-8.
- A column doesn't land in the right place → go back to the mapping step and re-associate it manually.
- Entra sync doesn't bring in the right people → see Troubleshooting — synchronization.
Prepare a clean file: one row per person, one valid email per row. Duplicate emails are detected during import.
Going further
- Contacts — manage the imported people
- Microsoft Entra — directory sync
- Groups, tags & entities — custom attributes
- Glossary