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Before You Upload

Prepare your CSV file so the import goes smoothly:
  • Combine first and last name into a single column labeled “Name” to match SalesCaptain’s field format.
  • Make sure your CSV includes at least a Name and Phone Number.
  • Optional: include Email, Opt-in Status, and any Tags as extra columns for richer data.

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Upload & Map Fields

Once your file is ready, importing takes just a few steps:
  1. Go to the Contacts tab and select Options before clicking on Upload CSV.
    Importingcontacts Web
  2. Upload your CSV file.
Upload CSV Web
3. Map your column headers to the correct SalesCaptain fields (Name, Number, Email, etc.). 4. If your file contains unique data, you can **create new custom fields on the spot. **Learn more about managing custom fields. 5. Review your mapping and click Import.
Mappinginformation Web

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After the Import

Your contacts appear instantly in your Contacts list, ready to use:
  • Apply tags or start a campaign right away.
  • Filter, edit, or export them just like manually added contacts.
  • Enjoy seamless integration — imported contacts behave exactly like native SalesCaptain contacts.
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Best Practices

  • Double-check your CSV formatting before uploading to avoid errors.
  • Pre-create any custom fields you know you’ll need.
  • Use tags during import to track the source or group of each list.
  • Test with a small file first if you’re unsure about your mapping.