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Upload your contact list as a CSV, match its columns to the contact fields, and give the import a group name. DispoIQ processes the file in the background and records what happened to each row.

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Before you start

  • You need an Owner or Admin role to start an import or save a column mapping.
  • Save the file as .csv, with one header row and a different, nonempty name for each column.
  • Include a phone column, even if some rows don’t have a number yet. You must map exactly one column to Phone.
  • Use 10-digit US phone numbers, optionally with a leading 1 or +1. Formatting such as parentheses and hyphens is accepted. Keep extensions out of the phone value.
  • Keep the file to 50,000 contact rows or fewer.
Rows with an empty phone value are held in the import report for possible skip tracing. They don’t become new contacts during the initial import. Importing a file does not start skip tracing or send a campaign.

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Upload and map your file

1

Open the import wizard

Open Contacts and select Upload file.On Upload file, choose your CSV file by dropping it into the upload area or browsing for it. If you’ve imported the same kind of export before, you can select Use a saved mapping.Select Continue.
2

Check each column

On Map columns, review the suggested field beside every header. The sample values help you check that names, phone numbers, and property details are going to the right place.Map one column to Phone. Set any column you don’t want to bring in to Ignore.Each contact field can use only one CSV column. If you choose Phone for a second column, DispoIQ moves that mapping and sets the previous phone column to Ignore. It does the same for other destination fields.Select Continue when the mapping is ready.
3

Name the group and review

On Review & import, check What this import will do, including the file, mapped columns, and phone column. Rows previewed is the preview count, not necessarily the full file size.Enter a New group name that you’ll recognize later, such as Austin investor export — October. Each import creates a new group; it doesn’t select an existing group.To reuse the mapping, enter Save this mapping as and select Save mapping. This saves the column choices, not the contacts. Saved mappings use your CSV’s header names, so review the mapping again if a later export changes them.Use Back if you need to change the file or mapping, then select Start import.
4

Check the results

Watch Rows processed, Rows in file, and Status. You can select Close while the import runs; processing continues in the background.When it finishes, select Done. Open Contacts → Imports, then select Open beside the file to review its results.
New contacts and records matched to existing contacts or buyers join the new group. Suppressed, missing-phone, and invalid-phone rows are reported separately, so the group’s size may be smaller than the file’s row count.

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Columns you can import

Your headers don’t need to use these exact names—you choose the destination in Map columns. Only Phone requires a mapped column. The other fields are optional. Leave unrelated export columns on Ignore.

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Start with an example

These are illustrative contacts. Replace the sample records with your own before importing. If a value contains a comma, keep it inside double quotes.

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If the import won’t start

Review your import results

Understand matches, duplicates, suppressed numbers, and rows that need correcting.