OnboardingHub OnboardingHub

Importing data with CSV

When you have a lot of contacts or organizations to add, importing from a CSV file is much faster than creating them one by one.

Starting an import

  1. Click Contacts in the sidebar, then click the Import button
  2. Alternatively, go directly to the imports page from the sidebar

The import wizard

The import follows a step-by-step process:

Step 1: Choose what you're importing

Select whether you're importing Contacts or Organizations. Each option shows a Download example CSV link so you can see the expected format.

Step 2: Upload your CSV

Drag and drop your CSV file into the upload area, or click to browse. The file must be:

  • In CSV format. If you have an Excel file, save or export it as CSV first.
  • Under 10MB in size

Step 3: Map columns

Once your file is uploaded, you'll see a column mapping screen. This is where you match the columns in your CSV to the fields in OnboardingHub.

For contacts, the available fields are:

  • Name (required)
  • Email
  • Organization
  • External ID

For organizations, the available fields are:

  • Name (required)

Map each column from your CSV to the corresponding field. Any columns you don't map will be ignored.

Step 4: Preview

Before importing, you'll see a preview of your data with the mapping applied. Review it to make sure everything looks correct.

Step 5: Import

Click Import to start the process. Large imports run in the background — you'll be notified when it's complete.

Import history

The imports page shows a list of all past imports with their status:

  • Completed — all rows were imported successfully
  • Processing — the import is still running
  • Failed — something went wrong (check the error details)

Tips for successful imports

  • Make sure your CSV has a header row with column names
  • Names are required for both contacts and organizations
  • Email addresses should be unique per contact within your workspace
  • If you're importing contacts with organizations, make sure the organization names match exactly (or import organizations first)
  • Use the example CSV templates as a starting point for your file format

Next steps

Now that you have contacts, enroll them in guides.