For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/import-contacts.md.
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      • Import your first contacts

      Upload a CSV of your list, map each column to a CRM field and finish the import. The contacts arrive already carrying the tags and list you choose.

      Before you start

      • Role: Owner, Admin, Editor or Attendant. The Viewer role cannot import contacts — see no permission.
      • Plan: any plan; imported contacts count towards your plan's contact limit.
      • File: CSV format, 10MB maximum.

      Step by step

      1. In Contacts, click Import contacts.
      2. On the Upload data step, upload the CSV and tick the confirmation that the contacts were collected in line with data protection rules.
      3. On the Map fields step, review which CRM attribute matches each column. You can use standard attributes, Add custom attribute, or choose Do not import for a column. You must map at least one email or phone field to continue.
      4. On the tags step, select the tags to apply to the imported contacts (optional).
      5. On the list step, choose the destination list (optional). If a contact already exists, the new fields are added and fields with no data stay blank.
      6. Click Import contacts. The summary at the end shows contacts Created and Updated, plus any validation, duplicate-email or mapping errors.

      To capture contacts straight from an external page instead of uploading a file, use a capture link.

      If it didn't work

      • The import stopped or contacts are missing: you may have hit your plan's contact limit (Portuguese).
      • The upload failed: check the CSV format and the upload size limit (Portuguese).
      • Validation or mapping errors in the summary: see the error codes (Portuguese).