You can export contacts from any service or application into a CSV (Comma-Separated Values) file and import it to GeeniuX in the section "Contacts".


After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the imported contacts under "Contacts".


CSV file format

Your CSV file must contain a header row, or first line, that defines the fields in your table.


                                           

First  Name Middle Name Last Name E-mail Address Company Mobile Phone
Anton J. Barenttu anton11@acme.euro ACME LTD 4445887885
Suzanne   Geetopa SG@gerrto.cz Gerrto SA 36744582
Eric Michael Wellito Mwellito@dastera DASTERA Inc. 1489788522


Standard headers

GeeniuX will automatically recognize the following common field names used in many CSV contact file formats:


"First Name",
"Middle Name",
"Last Name",
"E-mail Address",
"Company",
"Mobile Phone"


Where can I get a CSV file?

Most programs let you export your Contacts as a CSV file. For instructions on how to obtain your CSV from a specific source, find your link below. 

You'll be taken to the support article on how to export your Contacts as a CSV for that program. Don't see your program in this list? Contact Support and we'll help you find out how to export your Contacts.


Google Contacts
Outlook
Capsule CRM
Insightly
LinkedIn
Nimble
Nutshell CRM
Sugar CRM
Zoho CRM 


Pro Tip: It's a good idea to check for duplicate contact records before exporting your CSV!


CSV template

If you don't have a CSV file already, or you want to start fresh, you can use our CSV template (attached) and populate your Contacts using a program like Excel.


If you’re looking to import a Contact or add a Participant watch the Tutorial Video




Frequently Asked Questions:


How many Contacts can I import at once?

You can have as many contacts as you want in your premium/paid version of GeeniuX and you can import as many CSV files as you’d like.
However, we recommend that you do not exceed 1'000 contacts per import. For instance, if you have 5'000 contacts in your CSV  file, it is best to divide it into 5 separate imports.


The free version of GeeniuX has a limitation regarding the number of contacts stored in the system.