Import your contacts via CSV

Easily upload contacts in bulk via CSV import and then add them to contact groups, text campaigns, etc. as desired.

Attention: This article addresses adding contacts in the new GoTo Admin portal. If you are still using the PBX Administration (classic) portal, you can continue to add contacts there for a time, but support for this feature is now discontinued. We strongly encourage you to switch to the GoTo Admin portal for an enhanced experience.

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

Sign in to the desktop or web app.

Tip: Users with a GTC license and the IT admin role can also import contacts from the People tab of the admin portal. The following steps are applicable regardless of the selected platform.
From the left navigation menu, select Contacts > Import contacts, and then select the type of contacts you'd like to upload before selecting Next.

Note: Personal contacts cannot be imported through GoTo Admin so you will not see the option to select between personal and shared contacts when importing through GoTo Admin.
Download the provided CSV template or select/drag and drop your own CSV file. Keep in mind the following required formatting rules for a successful import:
- 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.
  - The maximum number of rows allowed per import 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
Use the drop-down menu's to select who can edit these contacts and the group to associate these contacts with if desired. You can select an existing group or create a new one directly in this flow.
Select Next.
Use the drop-down menu atop each column to map the CSV field to its matching field in GoTo. Make sure First row is column header is checked and that your CSV file accurately reflects that.

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

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 from All contacts.

Article last updated: 18 February, 2025

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