Before You Start
Go to Customers > CRM Settings > Connected sources and choose Import from CSV.
Choose a Destination
The importer asks what you're importing before you upload, because the expected columns differ:
- Contacts: name, email, phone, company
- Orders: order number, date, total, status, plus the customer's email to attach it to
- Enquiries: creates cases rather than orders
An example file is provided for whichever destination you pick.
Naming the Source
Give the import a name, e.g. "Mailing list 2026". It shows as the contact's source afterwards, so you can always tell where a record came from and filter on it later.
Locations
If you run multiple locations, pick which one imported orders belong to during the upload step.
Duplicates
Imports match on email. An existing contact is updated rather than duplicated. Rows without an email address can't be deduplicated, so check those carefully before importing.