Import your customers so agents always have context

Upload your existing customer list from Excel, Google Sheets, or any CSV file. When a customer reaches out, your support agents see their name, contact details, and custom properties right in the conversation—no lookup required.

email,firstName,lastName,phone john@example.com,John,Doe,+1234567890 jane@example.com,Jane,Smith,+0987654321 mike@example.com,Mike,Johnson,+5555555555

Why import your contacts into TidySupport?

Smart Field Mapping

Automatically matches your CSV columns to contact fields, supporting both built-in and custom properties.

Bulk Processing

Import thousands of contacts at once with reliable background processing and real-time progress updates.

Duplicate Prevention

Automatically detects and handles duplicate emails to keep your contact list clean and organized.

Data Validation

Validates email formats, phone numbers, and custom field types to ensure high-quality contact data.

Custom Properties

Import any custom data fields you need—plan type, account ID, region—so agents have the context that matters most.

Error Reporting

Detailed error reports help you fix data issues and ensure successful imports every time.

How it works

1. Upload your CSV file

Drag and drop your CSV file or browse to select it. We support files from Excel, Google Sheets, and more.

2. Map your fields

Our smart mapper automatically detects common fields. Review and adjust mappings as needed.

3. Import and support

Start your import and watch as your contacts are added. Agents will see customer details the moment they open any conversation.

Ready to import your contacts?

Bring your existing customers into TidySupport so your support team always knows who they're talking to.