Contact import and export

How to import contacts from a CSV file

The import runs through a 3-step wizard: upload the file, set your options, then match your CSV columns to Plutio fields.

1. Open the contacts page and click the Import/ Export button in the toolbar. Then select Import.
2. Upload your file (Step 1)

   Pick a CSV file from your computer, Google Drive, Dropbox, OneDrive, or paste a direct URL. The file needs to be CSV format and under 5 MB. Once the file is uploaded, click Next.

3. Set import options (Step 2)
   • Date format: pick the format that matches your CSV data, like dd/MM/yyyy or MM/dd/yyyy. A preview shows how Plutio will read each date.
   • Time format: pick 12-hour (h:mm a) or 24-hour (HH:mm).
   • First row is a header: leave this on if the first row of your CSV contains column names instead of actual contact data. It's on by default.

   Click Next when the options look right.

4. Match columns to Plutio fields (Step 3)

   Each column from your CSV shows up as a card with a preview of the first 5 rows. Use the dropdown on each card to map the column to a Plutio field.

   Available fields for contacts:

   • Required: First name
   • Profile: Last name, Role, Companies, Birthday, Timezone, Address, Country
   • Emails: Email, Personal email, Work email, Alternative email
   • Phones: Mobile, Phone, Work, Office, Personal, Fax
   • Custom fields: any custom fields created for contacts

   Available fields for companies:

   • Required: Company name
   • Profile: Description, Industry, Address, Country
   • Emails and phones: same types as contacts
   • Custom fields: any custom fields created for companies

   A counter at the top shows how many columns are matched (like "4 of 7 columns matched"). Any unmatched columns get skipped during the import.

   Click Complete import when your mapping looks good.

5. Processing

   If the file has 100 rows or fewer, the import runs right away and a success message shows how many contacts were created.

   If the file has more than 100 rows, Plutio queues the import and processes it in the background. An email goes out when it's done. If any rows had errors, the email includes an errors.csv attachment that lists each problem with its row number.

Multi-value fields in your CSV

Some fields can hold more than one value in a single cell. Separate multiple values with | (space, pipe, space).

For example, two phone numbers in one cell: 555-0100 | 555-0200

To link a contact to companies with roles, use = (space, equals, space) between the company name and the role: Acme Inc = manager | Globex = client

If a company name in the CSV doesn't match an existing company in your workspace, a new company gets created automatically during the import.

Field reference