Supported formats
CSV and Excel (.xlsx). Both work the same way through the same wizard.
How to import
- Click Import in the top-right of the Contacts page.
- Drag your file in, or click to browse.
- (Excel files with multiple sheets) Pick which sheet to import. To bring in additional sheets, run the import again and pick a different sheet — one sheet per import.
- Map your columns to Groundbase fields. The wizard auto-suggests mappings for common header names. You can skip columns by mapping them to "Don't import."
- Review the preview — first 10 rows shown.
- Click Import.
Your imported contacts are automatically tagged with imported · YYYY-MM-DD so you can find them later. You can also give the import a custom name in the wizard for a second tag like imported · Trade show signups.
Coming from another CRM
Most CRMs export to CSV. Common patterns Groundbase handles:
- HubSpot: Export contacts as CSV from Contacts → Actions → Export. Map "First Name," "Last Name," "Email," "Phone Number," and "Company Name."
- Pipedrive: Settings → Tools and integrations → Export data → People. Map "Name," "Email," "Phone," "Organization."
- Salesforce: Setup → Data Export → CSV. Salesforce CSVs are complex; you may need to clean the file in Excel first.
Tips
- A contact needs at least a first OR last name — fully empty rows are skipped with a warning.
- Phone numbers should be in any format; Groundbase normalizes them on save.
- Email format is validated — invalid emails are flagged in the preview, you can choose to skip them or fix the source file.
- Custom fields you've defined in Settings → Custom Fields will appear as available columns to map.