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Upload contacts from a CSV file

Updated Tue Aug 25 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

Any tool that can export a spreadsheet can move its contacts into Ody: export a CSV, upload it in Settings → Integrations, and your list appears in minutes.

Before you start

Your file needs a header row. Ody recognizes these columns (loosely — capitalization, spaces, and underscores don't matter):

Column Examples that work
First name first_name, First Name, given name
Last name last_name, Surname
Full name name — split into first + last automatically
Company company, Organization, business
Phone phone, Phone Number, mobile — best in +15551234567 format
Email email, E-Mail Address
Notes notes
Tags tags, labels — separate multiple with ; or ,

Unrecognized columns are simply ignored, so you can upload your CRM's export as-is.

Step-by-step

  1. Click Settings in the sidebar, then Integrations.

  2. On the CSV import card, click Upload CSV and pick your file.

  3. Ody imports the rows and shows a summary: how many contacts were created, updated, and skipped.

  4. Open the Contacts screen to see your list.

How rows are handled

  • Rows are matched to existing contacts by phone number first, then email — matches are updated (details filled in, notes and tags merged), not duplicated.
  • Contacts Ody auto-created from earlier calls get adopted and filled in with their real names.
  • A row needs at least a name, company, phone, or email to import; unusable rows are skipped and reported.
  • Files are capped at 5,000 rows — larger files import the first 5,000 and tell you.

Troubleshooting

  • "No recognized columns" — your header row doesn't include any of the names above. Rename the columns in your spreadsheet and re-export.
  • Phone numbers look wrong — export in international format (+1…) if your tool allows it; formatting characters like spaces and dashes are fine and get cleaned up.

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Frequently asked questions

What columns does the CSV need?

A header row with any of: first_name, last_name (or a single name column), company, phone, email, notes, tags. Column names are matched loosely — 'Phone Number' and 'E-Mail Address' work fine.

How many contacts can I upload at once?

Up to 5,000 rows per file. For bigger lists, split the file and upload in batches.

Will uploading twice create duplicates?

No — rows are matched to existing contacts by phone, then email, and update them instead of duplicating.

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