Admin5 min readUpdated July 10, 2026
Customer profiles
Use contacts as a customer intelligence center with history, timeline, notes, tags, custom fields, calls, CSAT, and actions used.
Manage all customer records in the Contacts dashboard. The CRM displays contact information, communication logs, active tags, and call records.
Importing contacts via CSV
Import bulk customer contact data using the CSV importer:
Steps
- 1Navigate to the Contacts dashboard.
- 2Click Import Contacts.
- 3Paste your CSV data directly into the input area. The system accepts comma-separated entries.
- 4The parser automatically identifies headers for Name, Email, and Phone.
- 5Click Import. The system imports matching contacts and logs any formatting errors.
Preserving History
To protect operational histories and billing records, contact deletion is restricted. Admins can update profile attributes or archive contacts instead.