Importing Contacts

Permissions

• Import contacts/companies: Owner, Admin, Manager
• User role: cannot import

Supported formats

Bobby CRM imports CSV files (.csv). You can import:

• Contacts — people with names, emails, phone numbers, positions
• Companies — organizations with names, domains, industries

Import walkthrough

Step 1: Choose what to import

1. Go to Import in the sidebar
2. Click Import Contacts or Import Companies

Step 2: Upload your CSV

1. Click Select File and choose your .csv file
2. Your file must have a header row with column names

Step 3: Map columns

Bobby CRM shows your CSV column headers and tries to automatically match them to CRM fields.

For contacts:

CRM Field	Auto-detected column names
First Name	first_name, firstname, first name, prenom, prénom, voornaam
Last Name	last_name, lastname, last name, nom, achternaam
Email	email, e-mail, mail
Phone	phone, telephone, tel, téléphone, telefoon
Position	position, title, job_title, job title, poste, functie

For companies:

CRM Field	Auto-detected column names
Name	name, company_name, company name, nom, bedrijfsnaam
Domain	domain, website, url, domaine, domein
Industry	industry, sector, secteur
Size	size, company_size, taille, grootte
Address	address, adresse, adres
Phone	phone, telephone, tel, téléphone, telefoon

If a column isn’t auto-matched, select the right CRM field from the dropdown. Choose — Skip — to ignore a column.

Step 4: Preview

Review the first 5 rows of mapped data. Make sure the fields look correct before proceeding.

Click Import to start.

Step 5: Results

After import, you’ll see a summary:

• Created (green) — successfully imported records
• Skipped (yellow) — duplicate or empty records
• Errors (red) — records that failed with error details

Click Import another to start a new import.

Tips

• Prepare your CSV — make sure column headers are clear and data is clean. Remove empty rows.
• One import at a time — import contacts first, then companies (or vice versa). Bobby CRM doesn’t link contacts to companies during import.
• Check for duplicates — the import doesn’t check for existing records. If you import the same file twice, you’ll get duplicate entries.
• Auto-mapping supports 3 languages — column headers in English, French, and Dutch are auto-detected.