Import steps
1
Upload
Upload a CSV file. The first row should contain column headers.
2
Map columns
Map each CSV column to a contact field. You can skip columns you do not want to import.
3
Review values
Inspect sample values and validation errors for mapped columns.
4
Confirm
Review total rows, mapped columns, valid cells, and invalid cells.
5
Import
Start processing. Clearline tracks succeeded, failed, skipped, and total rows.
Create fields while mapping
If your CSV includes a column that does not have a matching contact field, create a new field from the mapping step. The new field appears in the mapping list after it is saved.Import history
Go to Settings → Import history to review previous imports and resume imports that need attention.Screenshot placeholder: add the contact import mapping step.