CSV contact export / append round-trip
Download your roster or a segment, edit it, and re-upload — changes merge back in.
Edit your customer list in a spreadsheet and sync it back.
What you can do
- Export a list or segment; edit; re-import with identity dedupe and formula-injection-safe CSV.
How to use it
Clients tab export, then re-import.
Related articles
Bulk Import / ExportBulk CSV/Excel import & export (multi-entity)Import and export not just contacts but many record types, with templates and…Channels — Webchat, Facebook, Instagram, Email, Lead FormsHosted lead formsPublic web forms that capture a name/phone/email/message, create a contact, and drop the lead into your…Surveys & Feedback (NPS/CSAT)Surveys — NPS / CSAT / customSend tracked SMS surveys (Net Promoter Score, CSAT, or custom) and report on the…Contacts, CRM, Tags & SegmentsTags — full managementLabel contacts with tags and manage them across your whole customer…Contacts, CRM, Tags & SegmentsAuto / smart taggingKeyword→tag rules that tag contacts automatically as they message…Contacts, CRM, Tags & SegmentsLead-source attributionTrack where each contact came from and report on which sources…