Who This Is For / When to Use
Use this guide if you need to bulk add, update, or export contacts using a CSV file, especially when migrating data, cleaning records, or creating backups.
Permission note: Only Admin users can import contacts.
Use this Sample File importing or updating contacts.
What Import and Export Supports
Bulk contact creation and updates
Automatic de-duplication based on account settings
Multiple emails and phone numbers per contact
Real-time progress tracking and error logs
CSV export with optional filters
File Requirements for Contact Imports
Supported File Type
.csvonly
File Limits
Single sheet only
Maximum size: 30 MB
Header Requirements
Must include a header row
Headers must map to standard or existing custom fields
Custom fields must be created before importing
Mandatory Fields
For Creating New Contacts
At least one of the following:
Contact Name
Email
Phone
For Updating Existing Contacts
At least one, based on your de-duplication settings:
Contact ID
Email
Phone
Contact Name
Updates to existing contacts cannot be reverted.
Import Options Explained
When uploading a CSV, choose one:
Create Contacts – Adds new contacts only
Update Contacts – Updates existing contacts only
Create and Update Contacts – Adds new contacts and updates matches
If a Contact ID is present, Kyrios updates the existing record.
How to Import Contacts from a CSV
Step 1: Open the Import Tool
Go to Contacts.
Click Import (top-right).
Select Contacts.
Click Next.
Step 2: Upload Your CSV
Upload your
.csvfile.Choose how contacts should be handled (create, update, or both).
Click Next.
Step 3: Map CSV Columns to Fields
Match each CSV column to the correct contact field.
Leave columns unmapped if you do not want to import them.
Optional: Enable Don’t update empty values to preserve existing data.
All required fields must be mapped to continue.
Step 4: Verify and Start Import
Review mappings and preferences.
Optional actions:
Create a smart list for imported contacts
Add tags
Add contacts to a workflow
Confirm consent checkbox.
Click Start Bulk Import.
Step 5: Monitor Import Progress
Go to Bulk Actions
View status, completion time, and error logs
Download error files if needed
Supported Field Formatting
Dates
Supported formats include:
mm/dd/yyyy
yyyy/mm/dd
mm-dd-yyyy
yyyy-mm-dd
(Multiple formats accepted; consistency recommended)
Phone Numbers
Preferred: E.164 (
+11234567890)US formats like
(123) 456-7890are accepted
Emails
Must follow standard format:
[email protected]
Multi-Value Fields
Use comma, semicolon, or period for:
Tags
Checkboxes
Multi-select fields
Additional emails or phone numbers
Special Fields
Contact Owner / Followers:
FirstName LastNameAdditional Emails: separate column
Additional Phones: separate column
Common Import Errors and Fixes
Missing Required Fields
Fix: Ensure required fields are included based on create/update mode.
Duplicate Email or Phone
Fix: Review Settings → Business Profile → Allow Duplicate Contacts.
Invalid Contact ID
Fix: Confirm the Contact ID exists in the current sub-account.
Invalid Phone Format
Fix: Use E.164 or valid regional formats.
Invalid Date Format
Fix: Convert dates to a supported format before re-uploading.
Invalid Email Format
Fix: Correct malformed addresses (e.g., missing @ or domain).
How to Export Contacts to CSV
Step 1: Select Contacts
Go to Contacts.
Select one or more contacts, or click Select All.
Step 2: Export
Click Export in the top action bar.
Confirm export.
Export Behavior and Tracking
Exports run asynchronously
You’ll receive a notification when ready
Files remain available for 30 days
Progress is tracked under Bulk Actions
Best Practices
Clean your CSV before importing
Create custom fields in advance
Test with a small sample file first
Always review field mapping
Use smart lists to track imported contacts
FAQs
What file format is required?
CSV only.
Can I import all contacts at once?
Yes. Bulk import supports large contact lists.
Can I undo an import?
Only new contact imports can be reverted.
Can I update existing contacts?
Yes, using Contact ID, email, phone, or name.
Can I filter contacts during export?
Yes. Filters can be applied before exporting.
Who can import contacts?
Only Admin users.