> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salescaptain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Contacts

> Need to bring in an existing database? SalesCaptain’s CSV importing tools lets you upload thousands of contacts in minutes, while preserving your segmentation and tags.

## **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.

## **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**.

   <Frame>
     <img src="https://mintcdn.com/salescaptain-42c66529/TgiTcrY28PsQK2zD/images/importingcontacts.webp?fit=max&auto=format&n=TgiTcrY28PsQK2zD&q=85&s=8ca241d5ac6bfc0ce8057a68a3f0733d" alt="Importingcontacts Web" width="5520" height="3388" data-path="images/importingcontacts.webp" />
   </Frame>
2. Upload your CSV file.

<Frame>
  <img src="https://mintcdn.com/salescaptain-42c66529/VWRA_NSM2vXyN2VW/images/uploadCSV.webp?fit=max&auto=format&n=VWRA_NSM2vXyN2VW&q=85&s=6f5d645233c19c7c2ef63588688b5380" alt="Upload CSV Web" width="5520" height="3388" data-path="images/uploadCSV.webp" />
</Frame>

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](Custom-Fields).
5\. Review your mapping and click **Import**.

<Frame>
  <img src="https://mintcdn.com/salescaptain-42c66529/VWRA_NSM2vXyN2VW/images/mappinginformation.webp?fit=max&auto=format&n=VWRA_NSM2vXyN2VW&q=85&s=9ff86624e9bb1301c22180fbc11bedbf" alt="Mappinginformation Web" width="5520" height="3388" data-path="images/mappinginformation.webp" />
</Frame>

## **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.

<Frame>
  <img src="https://mintcdn.com/salescaptain-42c66529/TgiTcrY28PsQK2zD/images/finalcontacts.webp?fit=max&auto=format&n=TgiTcrY28PsQK2zD&q=85&s=1ab8ac2eba37567f0a15cfe6d8e4c49b" alt="Finalcontacts Web" width="5520" height="3388" data-path="images/finalcontacts.webp" />
</Frame>

## **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.
