Import Shared Contacts

Create multiple shared contacts by CSV import. Shared contacts are visible to all team members within the account.

Easily upload contacts in bulk via CSV import when creating contacts in your GoTo app, contact groups, or text campaigns.

Tip: Before importing your contacts, add custom fields if you would like to provide more information for each contact.

Sign in to our GoTo desktop or web app.
Select Contacts from the left navigation.
Select the icon and choose Import from CSV.
Download the provided CSV template.
Select Next.
Add all contact information into the CSV file. Keep in mind the following required formatting to ensure your upload process goes smoothly:
- Dates must be formatted as MM/DD/YYYY i.e., 01/30/1990
- A valid email format is required i.e., name@example.com
- A maximum of 255 characters is allowed per field
- Do not go over the maximum rows.
  Note: The maximum number of rows allowed per import is depends on your plan. Please contact your sales rep for more information on your GoTo plan, included features, and pricing.
- Only letters, numbers, and special characters from supported languages are allowed
Save your CSV file to your desktop.
To upload your CSV, simply drag and drop the file or select Browse files.
Use the drop-down to map each column from your CSV file to its matching field in GoTo.

Note: Select 'Do not import' if you do not want to import a specific column.
Select Import.

If an error message appears after importing, there were formatting errors in your file. To fix the contacts with errors, follow the steps below.

Note: Any contacts that did not have errors were successfully imported. Only the contacts with errors were not imported.

Select View errors.
A CSV file of your contacts will appear.
You will see which contacts had errors in the File errors column and how to fix the error.
Fix the fields that have errors within the CSV.
Save your updated CSV file.
Close the CSV.
Select Upload new file and follow the import flow again.
Note: If your file contains successfully imported contacts, they will not be duplicated.

What to do next: Once imported, you can view and manage your contacts in All contacts.

Article last updated: 24 May, 2024