Auto Form CRM

Importing Contacts

CSV import, preview, mapping, and sample template.

Overview

You can bulk import contacts from CSV files with column mapping, duplicate detection preview, and a downloadable sample template.

In the app

From Contacts, use the import flow provided in the UI. The REST API exposes:

  • POST …/contacts/import/preview — validate file and detect duplicates before commit.
  • POST …/contacts/import — run the import.
  • GET …/contacts/import/template — download a sample CSV.

These require auto_form_crm_import_contacts. Export uses GET …/contacts/export with auto_form_crm_export_contacts.

Typical workflow

  1. Download the sample CSV template if needed.
  2. Upload your file and review the preview for duplicates and field mapping.
  3. Confirm import; large files may process in batches according to server limits.

Required capability: users need import permission (see Roles & permissions). Related: Managing contacts, Custom fields.

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