Importing contacts in bulk

Why import sponsor contacts?

If you already have an existing list of sponsors, former sponsors, or leads in Excel or another CRM system, you can quickly and easily import them into Sponsorvista. This saves you from adding each contact manually.

How does it work?

1. Go to the ‘Contacts’ page
Log in to your Sponsorvista account and navigate to Contacts in the menu.

2. Click ‘Import contacts’
At the top right of the page, click the button to import contacts. This opens the import window.

3. Upload your CSV file
Drag your file into the box or click Upload a CSV file to select it. The maximum file size is 10MB.

4. Use the correct format
Download the sample file via Download sample CSV. Make sure your file contains the same columns, such as:

• First name

• Last name

• Company name

• Email address

• Phone number

• Status

• Labels (optional)
  
  

5. Review and import

After uploading, you’ll see a preview of your data. Check if everything is recognized correctly. Then click Import to add the contacts.

Tips

• Add labels or statuses directly in your file to keep your contacts organized.

• Duplicate email addresses are automatically detected and skipped to prevent errors.

• Make sure your Excel file is saved as CSV (.csv) before importing.

In summary

With the bulk import function in Sponsorvista, you can add hundreds of contacts to your system within minutes. Perfect for setting up your sponsor management or updating old lists.