How to Import Contacts from CSV
Bring all your existing contacts into one place
Moving to NexaLink CRM does not mean starting from scratch. Import your existing contacts from any CSV file and have them organized, tagged, and ready for follow-up in minutes.
Before You Start
- NexaLink CRM account
- CSV file with contacts exported from another tool
Step-by-Step Guide
Prepare Your CSV File
Export contacts from your current tool as a CSV file with columns for name, email, phone, company, etc.
Open Import Tool
In NexaLink CRM, go to Contacts and tap Import then select CSV.
Map Your Fields
NexaLink auto-detects most fields but lets you manually map any unrecognized columns.
Handle Duplicates
Choose how to handle duplicate contacts: merge, skip, or create new entries.
Review and Import
Preview the import summary showing total contacts, new entries, and duplicates, then confirm.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Try It?
Follow this guide and import contacts from csv in just 5-10 minutes.
