CSV Import
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CSV Import
You can import clients in bulk by uploading a CSV or TSV file. This is useful for bringing in an existing contact list. Endors matches rows to existing clients by email (or phone if no email is present) and either creates new records or fills in missing information on existing ones.
Starting the import
Click Import from CSV on the My Clients page. The import wizard opens.
Step 1: Upload
Drop your file onto the upload area or click Choose file to browse. Accepted file types: CSV and TSV. The file must have a header row.
Step 2: Map columns
Endors detects your column headers and tries to match them to client fields automatically. Review the mapping and adjust any columns using the dropdowns.
The available mappings are:
First Name
Last Name
Email
Company
Phone
Website
Notes
Tags (comma-separated) — multiple tags per cell, separated by commas
Status — accepted values: Active, Paused, Inactive
Skip column — ignores the column entirely
At least one column must be mapped to First Name before you can proceed. Rows with no first name after the column mapping are skipped.
Click Import {n} rows to begin the import.
What happens on import
For each row:
If a client with the same email already exists in your Space, Endors updates that client record, filling in any fields that are currently blank. It does not overwrite fields that already have a value.
If no match is found by email, Endors falls back to matching by phone number.
If no match is found at all, a new client is created.
Rows with no first name are skipped and counted separately.
Step 3: Result
When the import finishes, the result screen shows:
How many clients were created
How many existing clients were updated
How many rows were skipped
Click Done to close the dialog and return to My Clients.
What is not imported via CSV
The following fields are not available in the CSV import: Job Title, Location, Product, Service, Quote, Profile Photo, Company Logo, and custom fields. These must be filled in manually on each client record after import.