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Importing Contacts and Opportunities via CSV

Importing contacts and opportunities in bulk using a CSV file is an essential feature in Bizura that helps streamline data entry and organization. You can map fields, create or update records, and monitor the import process seamlessly, ensuring accur

Last updated: May 26, 2026


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On this page

  • Prerequisites for Importing Contacts and Opportunities
  • Common Mistakes to Avoid
  • Importing Contacts and Opportunities
  • Choose What To Import
  • Upload Your CSV File
  • Mapping Column to Fields
  • Reviewing and Completing the Import
  • Monitor Import Status
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Importing Contacts using a CSV file
  • Contacts – All-New Contact Detail Page
  • Contact Types
  • Internal Tasks for your Team
  • Adding Contact Tags to Multiple Contacts
  • Importing Contacts and Opportunities via CSV
  • "Add Contact" Form Upgrade and Customizations
  • Adding Files To Contacts using a Custom Field
  • Adding Multiple Phone Numbers for a Contact
  • Advanced Filters in Smart Lists
  • Company Object Feature: A Manual Way to Organize Contacts
  • Contact Activity Tab on Mobile
  • Contact Date Of Birth Field (Birthday)
  • Contact Profile Picture
  • Contacts - Manage and Merge Duplicates
  • Contacts – Revamped List View & SmartLists
  • CSV File Format for Importing Objects
  • FAQs
  • How to Create & Manage Smart Lists
  • How To Delete Contacts and Their Data
  • How to get customer consent or track legal basis to process your lead's or customer's personal data
  • How to Manage Multiple Email Addresses for a Contact
  • How to Merge Duplicate Contacts in Bizura
  • How to Use Do Not Disturb (DND)
  • Troubleshooting Bulk Imports Via CSV
  • Activity Section Upgrade
  • How to Create Subscriptions & Invoices from Contact's Profile
  • How to Customize the Contact Detail Page
  • Removing Contact Tags From Multiple Contacts
  • New Drip Mode Architecture for Bulk Actions

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