Importing and Exporting Contacts

You can import and export contacts and companies from and to a CSV file, e.g. to migrate from another CRM.

Importing Data

Atomic CRM displays an import contact buttons in the initial user onboarding page, and in the contacts page. When clicking on it, a modal is displayed to upload a CSV file.

An example of the expected CSV file is available in the contact import modal:

first_name,last_name,gender,title,background,first_seen,last_seen,has_newsletter,status,tags,linkedin_url,company,email_work,email_home,email_other,phone_work,phone_home,phone_other
John,Doe,male,Sales Executive,,2024-07-01T00:00:00+00:00,2024-07-01T11:54:49.95+00:00,false,in-contract,"influencer, developer",https://www.linkedin.com/in/johndoe,Acme,john@doe.example,john.doe@gmail.com,jdoe@caramail.com,659-980-2015,740.645.3807,(446) 758-2122
Jane,Doe,female,Designer,,2024-07-01T00:00:00+00:00,2024-07-01T11:54:49.95+00:00,false,in-contract,"UI, design",https://www.linkedin.com/in/janedoe,Acme,,,jane@doe.example,659-980-2020,740.647.3802,

When importing contacts, companies and tags will be automatically matched if they exist on the system, or imported otherwise.

Exporting Data

In the contacts and companies pages, an export button allows to download the list of contacts or companies in CSV format.

You can also export a single contact as a vCard file from the aside panel in the Contact Edit page.