Importing and Updating Contacts on DISCO using CSV Files

Introduction

DISCO makes it easy to import and update contacts via CSV (Comma-Separated Values) files. These files can be created and edited using spreadsheet software like Excel or Google Sheets. In this article, we will guide you through the process of importing contacts, including the requirements and best practices to ensure a smooth experience.

Preparing Your CSV File

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 contacts from a spreadsheet.

If you encounter any issues during the import process, we suggest importing your contacts in smaller chunks. Although the exact number of contacts you can import at once without encountering the 'This import will take us a little time to process. If the contacts don't show up in 10 minutes, please contact us.'  message, varies based on DISCO's peak usage times, a general rule is to import 1K contacts at a time to bypass any delays.

Note that if you encounter the '10 minutes message, you will not see any errors associated with your import.

Updating Existing Contacts:

To update existing contacts, simply import the updated information using a CSV file with matching email addresses. The email address serves as the key identifier in our system. If the email address you import does not already exist in your contacts, the importer will create a new contact for that email address.