How do I import contacts from a CSV?

Open Contacts, click the arrow on the New Contact button and choose Import CSV. Download the template, fill it in, and upload it. When your workspace has no contacts yet, the Import CSV button is also right on the empty list.

Use the template's column names. Coastline matches columns by their header, so keep the headers exactly as the template has them. Columns you don't need can be left out or left blank.

What each row needs. A first name, plus at least one email or phone number. Everything else is optional: up to three emails and three phone numbers, company, job title, contact type, tags, and a mailing address. Separate several tags with commas inside one cell, like vip, repeat.

Check the preview. Before anything is saved you'll see the rows that are ready and the rows that have a problem, with the reason next to each one. Fix those in your spreadsheet and upload again, or import the good rows and add the rest later.

Contacts you already have. A row whose email or phone matches an existing contact is flagged as a duplicate. You can merge it into the existing contact, skip it, or create it anyway.

Files up to 100 MB are supported, and large imports keep running in the background while you work.

Importing accounts, opportunities, vendors or contractors works the same way. See How do I import accounts, opportunities, vendors or contractors from a CSV?