How to Import Sales Contacts With AI

AI import reads your file, finds contacts, shows examples first, and saves only after you approve the sample.

Use files you are allowed to process.
Pick the default country for phone numbers if many numbers do not show a country code.
If sample rows look wrong, reject them so the fallback extraction can be used.

The file names appear in the import modal.
The security check is complete.
Sample rows show the correct name, company, phone, email, and source file before saving.

Open Sales dashboard.
Click AI import.
Drag files into the modal or choose files from your computer.
Choose the default country for phone numbers.
Complete the security check.
Wait while the file is read. The screen tells you what is happening.
Review the sample table.
If it looks correct, save contacts. If it looks wrong, reject and retry with fallback extraction.
Use the source file filter to review contacts from that upload.

Field	What it means
Name	Person name or contact name.
Company	Business or organization linked to the contact.
Phone / WhatsApp	Numbers are cleaned and country code is added where possible.
Source file	The file name that created the contact.
Score / stage	Starting sales values that can be edited later.