How to import data in bulk from CSV files?

You can bulk import Contacts or Companies into Crono using a CSV file.

1. Open the import tool

1. Click your profile in the bottom-left corner of the app

2. Go to Account Settings

3. Click Import Data

4. Select Upload CSV File

2. Choose what you want to import

Select the type of data you are importing:

• Contacts: Crono will also create the related Companies automatically, if they do not already exist

• Companies: imports company records only

Choose one, then click Next.

3. Upload your file and choose how to handle duplicates

Upload your CSV, then pick one of the three options:

• Ignore duplicates: existing records stay unchanged, and duplicate rows in your file are skipped

• Update duplicates: existing records are updated with the data in your CSV

• Update duplicates and change ownership: as above, and ownership is updated too

4. Map your columns

Click each field box and choose, from the drop-down, the Crono field that matches that column in your file.

Keep first name and last name in separate columns, otherwise personalisation variables will not resolve correctly later.

5. Optional import settings

Before you finish, you can also:

• Add imported contacts to a List — assign everything in this import to one of your existing Lists.

• Apply Tags to imported contacts — tag everything in this import, so you can segment it later.

Both are far easier to do here than to apply afterwards across hundreds of records.

6. Run the import

With your columns mapped and the optional settings chosen, click Import File to finish.