> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sellagent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Contacts

> Learn how to add Bulk Contacts into **Sell Agent**

# 📥 Import Bulk Contacts into Sell Agent

In **Sell Agent**, you can easily import or export contact data directly from the **Contacts** tab. This helps you manage leads in bulk.

<Steps>
  <Step title="Go to the Contacts Tab">
    1. From the left-hand menu, click on **Contacts**.
    2. This will open your contact list view inside **Sell Agent**.

           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/contacts-tab.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=a215bff0d1c9d7645fb04044d62f59d3" alt="Contacts Tab Screenshot" width="1307" height="608" data-path="images/contacts-tab.png" />
  </Step>

  <Step title="Click the Actions Button">
    1. In the top right corner, click on the **Action** button.
    2. A dropdown will appear with two options:

       * **Import Contacts**
       * **Export Contacts**

           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/action-button.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=d3e5e729352d00fbf1c10cefcebf34e7" alt="Action Dropdown Screenshot" width="252" height="101" data-path="images/action-button.png" />
  </Step>

  <Step title="Import Contacts">
    1. Click on **Import Contacts** from the dropdown. You'll now see three options:

       * **Contacts**
       * **Deals**
       * **Companies**\
         Select the type of data you want to import and click next.

           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/import-contact1.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=96c2871398b84d880b79493b0f2a196d" alt="Import Contacts Screenshot" width="1293" height="617" data-path="images/import-contact1.png" />

    2. Click on the **Choose File** button and select the `.csv` file you want to import.
           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/import-contact2.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=da2fdb9f41499191fc57cec10f13e00c" alt="Upload File Screenshot" width="1302" height="616" data-path="images/import-contact2.png" />

    3. **Sell Agent** will automatically map the fields based on the headers in your CSV (e.g., **Name**, **Email**, **Phone**).\
       If any header isn’t recognized, you’ll see a warning, and you can manually map it or create a custom field.

           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/import-contact3.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=258ac60671fc4ba60dc8767138a89f7c" alt="Mapped Fields Screenshot" width="1304" height="617" data-path="images/import-contact3.png" />

       If a column header does not match any existing field, you can create your own custom property.

       To create a custom property:

       * Go to **Settings** on the top right conrner.
       * Click on **CRM Properties**.
       * Click on **Add Property** and name your custom field.

           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/import-custom-property.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=8beab0b5130363538bd6552866d609d5" alt="Add Custom Property Screenshot" width="1305" height="620" data-path="images/import-custom-property.png" />

           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/import-custom-property-button.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=a19c8130ac262e5dbb97f37564c36a97" alt="Add Property Button Screenshot" width="494" height="369" data-path="images/import-custom-property-button.png" />

    4. Once the custom property is created, go back to the mapping screen.\
       Select the custom property you just created for the unmatched column.\
       After all fields are mapped correctly, click **Next** to proceed.

    5. After mapping, you’ll be taken to a preview screen where you can review the data from your CSV file before final import.\
       This allows you to confirm everything looks correct.

           <img src="https://mintcdn.com/sellagent-f6a60d80/xwxOjUZ1cjk-9QCV/images/import-contact-preview.png?fit=max&auto=format&n=xwxOjUZ1cjk-9QCV&q=85&s=1d2aa73ed126a4ffeb8648c6f9c3e247" alt="CSV Data Preview Screenshot" width="1300" height="610" data-path="images/import-contact-preview.png" />

       Once confirmed, the CSV will be imported and your contacts will appear in the **Sell Agent** dashboard.
  </Step>

  <Step title="Export Contacts (Optional)">
    1. Click on **Export Contacts** if you want to download your current contacts.
    2. The system will generate a `.csv` file including all the contacts you currently have in **Sell Agent**.
  </Step>
</Steps>

Once uploaded, your contacts will appear in the **Contacts** list, ready for follow-ups, messaging, or call assignments.