How to import contacts from a spreadsheet
Bring customers from an Excel or CSV spreadsheet into Cognizy all at once, already tagged if you want.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
If your customer list is in a spreadsheet, you don’t need to add them one by one. Download the template, paste the data into it, and upload it. Anyone already registered is skipped, with no duplicates.
Where to find it in Cognizy
Before you start
- Have a spreadsheet with each person’s name, email, and phone number (with area code).
- The file can be Excel (.xlsx) or CSV, up to 10 MB.
Step by step
- Step 1:
Open and click Import contacts.
- Step 2:
Download the template in Excel (.xlsx) or CSV and fill in one row per person, without changing the column headers.
- Step 3:
Drag the completed spreadsheet to the dotted area, or click it to choose the file. The file name appears there.
- Step 4:
If you want, choose a tag in Apply tags to imported contacts, so you can find this group later. Then click Import contacts.
- Step 5:
Read the summary: how many contacts were created and how many were skipped because they already existed. Click Close.
How to know it worked
The contacts from the spreadsheet appear in the contact list, and the summary shows how many were created.
If it doesn’t work
No contacts were created.
Check that the first row of the spreadsheet has the same headers as the template and that each person has a phone number or email. Download the template again and paste the data into it.
Some contacts were skipped.
They were already registered with the same phone number or email. Nothing was changed in the existing record.
Next step
Mark several contacts at once with a tag or put them all into a pipeline.
Sign in with your Cognizy account to save your progress.
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