Importing Contacts from CSV

The CSV import feature supports:

• File formats: .csv, .xlsx, and .xls files
• File size: Up to 10MB per import
• Upload method: Drag-and-drop or browse to select
• Automatic mapping: Intelligent column detection including InputKit format
• Preview: See exactly what will be imported before processing
• Error handling: Detailed error reporting with row numbers

Before importing, ensure your spreadsheet is properly formatted:

Each row must have at least one of these:

• Email address
• Phone number

Rows without either will be skipped and reported as errors.

For best results, include:

• First name
• Last name
• Email
• Phone
• Preferred language (EN or FR)
• Organization name
• Location name (if applicable)

1. Remove duplicates in your source file. Duplicate emails will be skipped during import
2. Standardize phone formats. Any format works, but consistency helps
3. Check NPS scores are between 0-10 if included
4. Match location names exactly as they appear in your Demeterrr account
5. Use UTF-8 encoding if your file contains accented characters (é, à, etc.)

Access the import wizard from Settings > Import in your dashboard.

1. Drag your CSV or Excel file into the upload zone, or click to browse
2. The system validates your file size and format
3. Click Next to proceed to column mapping

File Requirements:

• Maximum 10MB
• Formats: .csv, .xlsx, .xls
• Must contain at least one row of data

This is where Demeterrr's intelligent mapping shines. The system analyzes your column headers and automatically suggests mappings.

Automatic InputKit Detection

If you're migrating from InputKit, the system automatically detects their French column format. When at least 4 InputKit column names are recognized, you'll see an InputKit Detected badge at the top of the page.

InputKit columns are automatically mapped as follows:

Generic Column Detection

For non-InputKit files, the system uses smart regex patterns to detect common column names:

• Email: Matches "email", "e-mail", "courriel", "mail"
• Phone: Matches "phone", "téléphone", "mobile", "cell"
• First Name: Matches "first name", "prénom", "firstname", "given name"
• Last Name: Matches "last name", "nom", "lastname", "surname", "family name"
• And more...

All pattern matching is case-insensitive.

Manual Column Adjustment

You can override any automatic mapping using the dropdown menus:

1. Each column from your file appears as a row
2. Use the dropdown to select the Demeterrr field it should map to
3. Select Skip for columns you don't want to import
4. Review the Preview section showing the first 3 rows of data

The Data Preview table at the bottom shows 5 sample rows with your current mappings applied, so you can verify everything looks correct before proceeding.

Before processing begins, review the import summary:

• Total rows to be imported
• Fields mapped count
• Duplicate warning: Any rows with duplicate emails will be skipped

This is your last chance to go back and adjust mappings. Click Start Import when ready.

The system processes your import in the background. You'll see:

• A progress spinner
• Current processing status
• Estimated completion time for large imports

Most imports under 1,000 contacts complete in under 30 seconds.

The results screen shows detailed success and error information:

Success Card (Green)

• Number of contacts successfully imported
• Number of organizations created (if applicable)

Error Card (Red, if applicable)

• Number of rows that failed
• List of first 50 errors with specific row numbers and reasons

Error List Details

Each error includes:

• Row number from your original file
• Specific validation message (e.g., "Missing email and phone", "Invalid NPS score")

You can download the error list, fix the issues in your source file, and re-import just the failed rows.

Next Steps Buttons

• Import Another File: Start a new import
• View Contacts: Jump directly to your contact list

If you're switching from InputKit to Demeterrr, the import process is seamless:

1. Export your contacts from InputKit as CSV
2. Upload the file to Demeterrr's import wizard
3. The system automatically detects the InputKit format and shows the detection badge
4. All French column names are automatically mapped to the correct Demeterrr fields
5. Review and import

Your InputKit data structure is fully preserved, including:

• Contact details and language preferences
• Organization associations
• NPS scores and review status
• Location assignments

Complete list of importable fields:

Cause: Row has neither email nor phone number Solution: Add at least one contact method to the row

Cause: Email already exists in your database Solution: Update the existing contact manually, or remove from import file

Cause: NPS value is not between 0-10 Solution: Correct the value to be within range, or leave blank

Cause: Location name doesn't match any in your account Solution: Create the location first, or fix the spelling to match exactly

Cause: Email doesn't match standard format (e.g., missing @) Solution: Fix the email address format

Cause: File exceeds 10MB limit Solution: Split into multiple files, or remove unnecessary columns

Cause: File contains only headers, no data Solution: Ensure file has at least one row of contact data

• Maximum file size: 10MB
• Maximum errors logged: 100 per import (first 50 shown in UI)
• Typical processing speed: ~100 contacts per second
• Recommended batch size: Under 5,000 contacts per file for optimal performance

For very large databases (50,000+ contacts), consider splitting into multiple imports or contact support for assistance.

After importing your contacts:

• Review and edit individual contact records
• Organize contacts by organization
• Set up custom fields for additional data
• Create your first survey to send