Import & Export

You can bulk-import contacts or companies into Faciotech from a CSV file. The importer reads your file's column headers, lets you map each column to the correct field, and processes the rows one by one with error tracking.

Preparing Your CSV

Before uploading, make sure your file meets these requirements:

• File format: CSV (comma-separated values) or plain TXT
• Maximum file size: 5 MB
• The first row must be a header row with column names
• Each subsequent row is one contact or company record

You can include any columns in any order — you will map them during the import wizard.

Available Fields — Contacts

Field	Notes
First Name	Required for a valid contact
Last Name	Required for a valid contact
Email	Must be a valid email if provided
Phone	Free text
Job Title	Free text
Source	Free text
Status	active, inactive, lead, or prospect; defaults to active if blank
Address Line 1
Address Line 2
City
State / Region
Postal Code
Country
Notes

Available Fields — Companies

Field	Notes
Company Name	Required for a valid company
Email
Phone
Website	Must be a valid URL if provided
Industry
Size
Address Line 1
Address Line 2
City
State / Region
Postal Code
Country
Notes

Running an Import

1. Go to Contacts & Clients → Import.
2. Click New Import.
3. Select whether you are importing Contacts or Companies.
4. Upload your CSV file and click Upload.
5. The importer reads the header row and displays a column mapping screen.
6. For each column in your file, choose the matching Faciotech field, or select Skip column to ignore it.
7. Click Save Mapping when done.
8. On the next screen, click Run Import to process all rows.

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The importer assigns all imported contacts to the user who ran the import. You can reassign contacts individually after import.

Import Results

After processing, the results page shows:

• Imported — rows successfully created
• Failed — rows that could not be created, with the row number and error reason listed
• Status — completed when finished, or failed if the entire import was aborted

The import stops automatically if more than 50 rows fail in a single run. Fix your data and re-upload.

Viewing Past Imports

The Import page lists all past import jobs with their status, row counts, and the user who ran them.

Exporting Contacts and Companies

You can export your data directly from the platform — no database access required.

CSV Export

The platform provides a built-in CSV export for both contacts and companies. Admins and users with the contacts.export permission can trigger an export. The resulting CSV includes:

Contacts export columns: ID, First Name, Last Name, Email, Phone, Job Title, Company, Status, Source, Tags, Assigned To, Created At

Companies export columns: ID, Name, Email, Phone, Website, Industry, Contacts Count, Created At

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Contact your administrator if you do not see an export option — the contacts.export permission must be granted to your role.

XLSX / ODS Export (Office Suite)

If your tenant has the Office Suite module active and a published export template configured, contacts and deals can also be exported in .xlsx or .ods format. Admins or users with the office.documents.download permission will see these format options alongside the CSV option.

See also: Managing Contacts to work with individual records, and Companies & Organisations for company-specific operations.