Demo

How-to

Add people and import from another CRM

Updated November 3, 2026

On People, press Add person for one at a time. To bring in a whole list, open Settings, then Import people, and upload a CSV from any CRM or spreadsheet; you match its columns to the CRM’s fields before anything is saved. Coming from another CRM, Your move in Settings walks through the whole switch.

  1. Export from your old system

    Download a CSV of your contacts. Most CRMs have an export under their people or contacts list.

  2. Upload it

    Open Settings, press Import people, and choose the file.

  3. Match the columns

    Check that each column lands in the right field (name, email, phone, stage, source, tags, agent). Columns you don’t map are skipped.

  4. Check for duplicates

    After the import, the CRM finds likely duplicates (same email, phone or full name). Review and merge them; see Merge duplicate people.

Questions

Can I export everyone later?

Yes. Settings, then Export everyone, gives one CSV with stage, source, tags, agent, notes and tasks.

Will imported people get texts?

Only people who agreed to texts get them. An import does not give consent; see Who can get texts.

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Still stuck? In the app, open Help & feedback from the menu under your name, and Nadia answers from your own account or sends it to a person. You can also email support@keptintouch.com. You get a reply within one business day, and within two hours for anything urgent (8am to 6pm Mountain). Is something down for everyone? See live status.