Catch CRM

CSV imports

Last updated: August 2026

Import your contacts into Catch CRM from a CSV in 3 steps: upload the file, map your columns to Catch CRM fields, and confirm. Each row needs an email or a phone number; everything else is optional. Duplicates are matched and updated, so re-importing the same list is safe.

How do I import a CSV?

  1. Go to Contacts, then Import, and upload your .csv file.
  2. Map each column to a Catch CRM field. Unmapped columns are skipped.
  3. Review the preview and confirm. New contacts are added; matches are updated.

What columns are supported?

ColumnRequiredFormat
emailEmail or phoneStandard email address.
phoneEmail or phoneAny format. E.164 like +15125550142 is cleanest.
nameNoFull name in one column.
tagsNoSeparate multiple tags with a semicolon: vip;hvac.
addressNoOne column. Wrap in quotes if it has commas.
notesNoFree text.

Sample CSV

The first row is the header. Wrap any value that contains a comma in double quotes.

name,email,phone,tags,address,notes
Dana Whitfield,dana@example.com,+15125550142,vip;hvac,"123 Oak St, Austin TX",Repeat customer
Priya Nadkarni,priya@example.com,512-555-0199,plumbing,"88 Cedar Ave, Austin TX",Drain cleaning

Only import people who gave you permission to contact them, such as past and current customers or leads who asked to hear from you. Do not import bought, scraped, or rented lists.

  • Every imported contact is treated as a marketing contact and counts toward your plan cap.
  • Unsubscribes are honored automatically, and unsubscribed contacts never count toward your cap.
  • Transactional messages, like a receipt for a paid job, are always allowed.

This keeps your sending healthy and keeps you on the right side of anti-spam rules like CAN-SPAM. It is general guidance, not legal advice.

CSV imports: common questions

How do I import my contacts into Catch CRM?

Go to Contacts, Import, and upload a CSV. Map your columns to Catch CRM fields, then confirm. Most lists of a few thousand rows finish in under 2 minutes.

What columns does the CSV need?

Only one of email or phone is required per row. Everything else, like name, tags, address, and notes, is optional and mapped during import.

What happens to duplicates?

Rows are matched by email, then phone. A match updates the existing contact instead of creating a second one, so re-importing is safe.

Can I email everyone I import right away?

Only import people who agreed to hear from you. Imported contacts are treated as marketing contacts, and every send honors unsubscribes automatically.