---
title: "How to Import People via CSV or Excel File"
description: "Import a list of people with our spreadsheet import tool."
url: https://help.symbo.ai/en/articles/7264721-how-to-import-people-via-csv-or-excel-file
collection: "People and Accounts"
updated: 2026-11-05
language: en
---

# How to Import People via CSV or Excel File

Import a list of people with our spreadsheet import tool.

* * *

## Step 1: Navigate to People Table

Click on the people icon located in the left Navigation Bar

![Adding people to Symbo part 2 - people table](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_4589.png)

## Step 2: Add Person

Click on the **_Add Person_** button in the top right of the people table. Then click **_Import_** in the dropdown list

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_2658.png)

## Step 3: Clean your CSV or Spreadsheet

Before uploading your file, make sure that your columns contain data that can be mapped to fields in Symbo. Here are a few things you will want to check:

-   Make sure that each column contains only one email or phone number. You can use tools like [Text to Columns](https://support.microsoft.com/en-us/office/split-text-into-different-columns-with-the-convert-text-to-columns-wizard-30b14928-5550-41f5-97ca-7a3e9c363ed7) in Excel to do this
    
    ![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_8163.png)
-   Add a column for a **_Tag_** so that you can easily identify your imported leads
    
-   To import the list as leads rather than contacts and accounts, add the column **_Is Lead_** and set each row's column value as **_TRUE_**
    
    ![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_0677.png)

## Step 4: Map your columns

After uploading your file, you will be presented with a preview of you data. Click next, then map the columns from your file to the Symbo fields. If there is a field that you would like to import that is not listed in the import page, reach out to us and we can add it.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_5990.gif)

## Step 5: Preview & Validate Your Import

You will be presented with a preview of your import where any invalid rows are highlighted. Correct or eliminate invalid rows to move forward.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_5069.gif)

## Step 6: Submit Your Import

After clicking submit, your data will start importing. Once the progress bar has finished, you are safe to exit the import dialog.

## Step 7: Finding Imported Records

After your file has finished importing, navigate to the "People" table. You can add the **_Import File Name_** and **_Imported At_** columns to your table. These fields are filterable in the table filter menu.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_3939.gif)

## Having trouble with your import?

If you run into any errors while uploading your CSV or Excel file (such as invalid phone numbers, invalid email addresses, type mismatch errors, or missing required fields) Please refer to our guide for [Troubleshooting CSV/Excel Import Errors in Symbo](https://help.symbo.ai/en/articles/10404557-troubleshooting-csvexcel-import-errors-in-symbo.md)

We highly recommend checking that guide before retrying your import, as it resolves the majority of CSV and Excel upload problems in just a few minutes.