What It Does
The Bulk Import tool lets you add multiple contacts to your workspace at once.
You can import data from a spreadsheet (CSV, XLSX, or XLS) instead of adding each contact manually. This saves time, keeps your data consistent, and ensures that contacts are ready to use across Projects, Emails, and Documents.
How to Import Contacts
Go to the Contacts page
From the left navigation menu, click Contacts.Click “Import”
You’ll find this button at the top right of the Contacts page.Upload your file
Click the upload area or drag and drop your file.
Supported file formats: CSV, XLSX, XLS
Maximum file size: 25MB
Map your data (if prompted)
TalleFlow will automatically detect column headers (like First Name, Email, or Phone).
If any columns don’t match automatically, you can manually assign them during the import process.Confirm and import
Review your mapping, then click Import Contacts.
The upload will begin, and you’ll see your contacts populate once complete.
Recommended File Format
To ensure a smooth import, your spreadsheet should include these columns:
Column Name | Example | Notes |
First Name | Jordan | Required |
Last Name | Nguyen | Optional but recommended |
Required for communication | ||
Phone | +1 (555) 123-4567 | Optional |
Company | Creative Studio Co. | Optional |
Tags / Groups | Clients, Leads | Separate multiple tags with commas |
💡 Tip: Exporting a CSV from tools like Google Sheets, Excel, or Airtable works perfectly.
🧩 If Your File Has a Single “Full Name” Column
If your spreadsheet includes a single Full Name column (instead of separate first and last name fields), you have two options:
Option 1: Split the Full Name Before Uploading (Recommended)
This ensures better accuracy, especially when using smart tags like {{contact.first_name}} in documents or emails.
In Google Sheets or Excel:
Select the Full Name column.
Go to Data → Split text to columns (Google Sheets) or Data → Text to Columns (Excel).
Choose a space as the separator.
Rename the new columns to First Name and Last Name.
Save your file and re-upload.
✅ Why this matters: TalleFlow uses the “First Name” field for personalization in proposals, contracts, and emails.
Option 2: Map the “Full Name” Column During Import
If you prefer not to edit your spreadsheet:
Map your Full Name column to First Name during the import step.
Leave the Last Name field unmapped.
Your contact will still import correctly, but only the first name field will display.
Example:
“Jordan Nguyen” → First Name: Jordan Nguyen, Last Name: (blank)
Troubleshooting
Duplicate Entries
If a contact already exists, TalleFlow automatically detects duplicates based on email address.
Duplicate entries will appear with a suffix like _duplicate_1 in the email field.
Formatting Errors
Check that:
Your file is saved in UTF-8 format (default for most spreadsheet tools).
Each column has a header row (no blank top row).
Phone numbers include country codes when possible.
Large Files
If your upload is large (over a few thousand rows), split it into smaller files under 25MB.
Best Practices
💡 Start small: Try uploading a short test CSV first to verify mappings.
💡 Clean your data: Remove duplicates or incomplete records before uploading.
💡 Use groups: Add a “Groups” or “Tags” column to automatically organize contacts into categories.
💡 Keep headers simple: Use plain text headers like “First Name” and “Email.” Avoid symbols or emojis.
After Import
Once your import is complete, you can:
View and search contacts in Contacts → All Contacts
Add contacts to Projects or Groups
Send Email Campaigns directly to your imported lists
Generate Proposals or Invoices using client details immediately