Import Contacts

Paste CSV data to bulk-import contacts into a pipeline.

First row = headers (must include name). Column names map to database fields: name, email, phone, company, regional_center, attorney, source, notes, etc.

Common column names by pipeline

Attorneys: name, company, email, phone, source, notes

Projects: name, regional_center, company, investor_spots_total, quote, rc_agreement_type, rc_annual_fee, registration_emails, notes

Investors: name, email, phone, attorney, source, source_of_funds, quote, admin_fee, notes