Import Contacts via CSV

Overview¶

This guide walks you through importing your contacts (People) into Grovana.

Before You Start¶

Prerequisites Checklist¶

Step 1: Prepare Your Contact Data¶

Required and Recommended Fields¶

Email Format¶

• Must be valid email format: [email protected]
• Must be unique — no duplicates in your file or in Grovana
• For additional emails, use the Emails / Additional Emails column:

["[email protected]","[email protected]"]

Phone Format¶

Phone is a nested field requiring multiple columns:

Linking to Companies¶

Add a column with the Company's unique identifier:

Sample CSV Structure¶

firstName,lastName,email,jobTitle,companyDomain,Phones / Primary Phone Number,Phones / Primary Phone Country Code
John,Smith,[email protected],CEO,https://acme.com,4159095555,US
Jane,Doe,[email protected],CTO,https://widgets.co,2125551234,US

Step 2: Access the Import Feature¶

Option 1: From the People View

1. Navigate to People in the left sidebar
2. Click the ⋮ icon on the top right
3. Select Import records

Option 2: Using Command Menu

1. Press Cmd + K (Mac) or Ctrl + K (Windows)
2. Type "import"
3. Select Import records
4. Choose People

Step 3: Upload Your File¶

1. Click Select file
2. Choose your CSV, XLSX, or XLS file
3. Wait for Grovana to analyze your file

Step 4: Map Your Columns¶

Grovana automatically tries to match your columns to fields. Review and adjust:

1. Check automatic mappings — verify they're correct
2. Fix incorrect mappings — click the dropdown to select the right field
3. Skip columns — select Do not map for columns you don't want to import

Important Mapping Rules¶

Mapping the Company Relation¶

When mapping the company column:

1. Find your company reference column (e.g., companyDomain)
2. Map it to the Company relation field
3. Grovana will link each Person to the matching Company

Step 5: Map Select Field Values¶

If you have Select or Multi-Select fields (like Lead Source):

1. Grovana shows your values alongside existing options
2. Match each value in your file to a Grovana option
3. Or create new options if needed

Step 6: Review and Fix Errors¶

Before completing the import, Grovana validates your data:

1. Click Next Steps
2. Rows with errors are highlighted in yellow
3. Fix errors directly — click a cell and edit the value
4. Remove problematic rows — click the X to skip that row

Common Contact Import Errors¶

Step 7: Complete the Import¶

1. Review the import summary
2. Click Confirm to import
3. Wait for the import to complete
4. Verify by checking a few records and their Company links

After Importing Contacts¶

Your contacts are now in Grovana! Next steps:

1. Verify Company links — open a few People records to confirm they're linked to the right Company
2. Import Opportunities — if needed, link them to People and Companies
3. Set up email sync — connect your mailbox to see email history on contact records

Updating Existing Contacts¶

To update contacts instead of creating new ones:

1. Include the email or id column in your file
2. Grovana matches records by this unique identifier
3. Existing contacts are updated; new ones are created

See How to Update Existing Records for details.

FAQ¶

Troubleshooting¶

Having issues? Check:

• How to Fix Import Errors
• How to Import Relations
• Field Mapping Reference