Rechat makes it easy to bring in contacts from another CRM or marketing tool using a CSV file — no major reformatting required.

Steps:

1. Hover over People Center and go to Contacts.
2. If your account has no contacts yet, click Import from CSV Spreadsheet. If you already have contacts, click New Contact in the upper right, then select Import from CSV.
3. Drag and drop your CSV file onto the screen, or click Upload to browse for it.
4. Set an Owner if you're importing on behalf of a team member, then click Next.
5. Map your spreadsheet columns to Rechat fields. Rechat will auto-map as many as it can, but you can adjust anything that doesn't look right.

Before you import, make sure your file is clean:

• Phone numbers include area codes and have no special characters
• Email addresses are free of typos
• No empty column headers or extra spaces
• Duplicates are merged into single records
• Tags like "Lead" or "Past Client" are added for easy organization

Need a starting point? Rechat offers a CSV import template you can copy and fill in.

For full details, visit Rechat's help article on importing contacts.