Learn how to bulk import contacts into Vault. Your file must be in CSV (Comma-Separated Values) format.

This article covers:

• About bulk contact import
• Import contacts

About bulk contact import

Bulk importing contacts saves time when adding large datasets to MRI Vault.

• Your file must be in CSV (Comma-Separated Values) format
• Ensure the first row contains header names
• CSV file must contain a contact first name column

You can also review the list of available data fields for import.

Import contacts

Before starting the import process, ensure you have all the necessary items ready. This includes preparing your CSV file, reviewing available data fields, and understanding the options for duplicate checks. Having these details in place will ensure a smooth and successful import.

Step 1: Prepare your CSV file

1. Go to Contacts > Import
2. If your data is in Excel, save it as CSV using the Save As option
3. Confirm that the first row includes column headers (e.g., First Name, Last Name)
   

Step 2: Upload your CSV file

Once your file is ready:

1. Click Choose File and select your CSV
2. Assign access permissions (e.g., Everyone) and select marketing contacts if applicable
3. Decide whether to enable duplicate check
   

4. Click Next

Step 3: Match your fields

If headers don’t match Vault fields, you’ll see an error message. Fix your file before retrying.

Then:

1. Match each CSV column to the corresponding Vault field (e.g., first name → First Name)
2. Ignore any fields you don’t want to import
   
3. Click Import Now

Step 4: Confirm your import

After clicking Import Now:

• You’ll see a confirmation screen showing your import is scheduled
  
• Once processed, contacts will appear in MRI Vault
• You’ll also receive an email confirming success