Step-by-Step Guide to Import Contacts
Here's a quick video:
1. Access the Contacts Page
From your Dubb Dashboard, go to the left-hand menu and click CRM.
Under CRM, select Contacts.
2. Click “Add New Contact”
On the top right, click the blue Add New Contact button.
From the dropdown menu, select Import Contacts.
3. Prepare Your CSV File
Download the CSV template by clicking the CSV link shown in the import modal.
Ensure your spreadsheet includes at least these three headers:
First NameLast NameEmail
Important: These headers must be written exactly as shown. Avoid extra characters, symbols, or spaces in the header titles.
4. Upload Your File
Click Choose File and select your properly formatted CSV file.
Optionally, assign Tags to your contacts for easy segmentation.
Confirm the Owner of the contacts (default is your user name).
5. Map Fields
After uploading the file, Dubb will prompt you to match fields.
Map:
First Name → First Name
Last Name → Last Name
Email → Email
Mobile (optional) → Mobile
6. Complete the Import
After confirming the field mappings, click Next.
Dubb will import the contacts in bulk.
Best Practices
Clean your data before uploading.
Double-check for formatting errors (e.g., extra commas, blank rows).
Use tags to categorize contacts by campaign, industry, or lifecycle stage.
By following these steps, you'll have all your contacts imported and ready for use in Dubb, streamlining your communication efforts.
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