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

  1. Open Import.
  2. Upload your file (CSV).
  3. Map your file's columns to ECARD fields (name, email, job title, phone, company…) and to any custom attributes.
  4. 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 Manager

From 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

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