Importing and Updating Contacts using CSV Files

DISCO makes it easy to add new contacts via a CSV import and update existing contacts by exporting your contacts to a CSV file so you can edit it in any spreadsheet software like Excel or Google Sheets to make any necessary updates, then re-import the file.

Preparing Your CSV File for Import

Before you begin importing your contacts, ensure that your CSV file meets the following requirements.

Requirements:

• Is a CSV file
• Has a unique email address for every contact (no blanks)
• Has a name for every contact (no blanks)

Optional fields: 

• Tags
• Company
• Phone
• Location

Tips:

• It's recommended to use these column headers for a smoother import process.
• Place the email address in column A.
• Combine the First and Last Names into a single Name field to avoid errors when importing your contacts.

Importing Contacts

To import your contacts, navigate to Contacts > Add new contact > Import a contact list.

If you encounter any issues during the import process, we suggest importing your contacts in smaller chunks. The exact number of contacts you can import at once varies (based on DISCO's peak usage times*); but as a general rule, we recommend importing up to 1K contacts at a time to bypass any delays.

*You may encounter this message during peak times: 'This import will take us a little time to process. If the contacts don't show up in 10 minutes, please contact us.'   If you see this message, you will not see any errors associated with your import.

Updating Existing Contacts:

To update existing contacts, simply update their information* in the CSV file and re-import it back into DISCO.

*Email addresses cannot be updated when importing, as the email address is the key identifier for the Contact in our system. Also, if there is an email address on your CSV file that does not already exist in your Contacts, a new Contact will be created with that email address.