Importing and Exporting Contacts

Overview

Import contacts from CSV files or other platforms, and export your contacts for backups or use in other systems.

Accessing Import/Export

Desktop

1. Navigate to Contacts
2. Click ⋮ (more menu) in toolbar
3. Select Import or Export

Mobile

1. Tap Contacts in navigation
2. Tap ⋮ in header
3. Select Import or Export

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Desktop View

Import Wizard

Step 1: Upload File

• Drag and drop CSV or click to browse
• Supports: CSV, XLS, XLSX, VCF
• Maximum 10,000 contacts per import
• Preview first 5 rows

Step 2: Map Fields

• Match your columns to OpenLuxe fields
• Auto-detection for common headers
• Skip columns you don't need
• Create custom fields if needed

Step 3: Options

• Duplicate handling: Skip, Update, Create New
• Default tags for this import
• Assign to team member (optional)
• Skip rows with errors vs. import partial

Step 4: Review & Import

• Summary of what will be imported
• Error report for invalid rows
• Confirm to start import
• Progress bar during processing

Export Options

• Select contacts or export all
• Choose fields to include
• Format: CSV, Excel, VCF
• Include/exclude archived contacts

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Mobile View

Import Process

1. Tap Import
2. Select file from device or cloud
3. Review field mapping (simplified)
4. Choose duplicate handling
5. Tap Import

Field Mapping

• Scrollable list of fields
• Tap field to change mapping
• Common mappings pre-selected
• Unmapped fields highlighted

Export Process

1. Tap Export
2. Select contacts (or choose "All")
3. Pick format (CSV default)
4. Share to: Files, Email, Cloud

Touch Actions

• Tap field mapping: Change mapping
• Swipe on row: Preview contact data
• Long-press export: Share options

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Import Sources

From CRM Systems

1. Export from old CRM as CSV
2. Import into OpenLuxe
3. Map CRM fields to OpenLuxe fields
4. Review and import

From Email

1. Export contacts from Gmail/Outlook
2. Download as CSV
3. Import with appropriate mapping
4. Tags help identify source

From Phone

• iOS: Export via iCloud → VCF
• Android: Export via Google Contacts → CSV
• Import VCF/CSV to OpenLuxe

Field Mapping Reference

## Duplicate Handling

Skip Duplicates

• Match by email address
• Existing contacts unchanged
• Only new contacts added

Update Duplicates

• Match by email address
• Update fields with new data
• Empty fields don't overwrite

Create New

• All rows create new contacts
• May result in duplicates
• Clean up after import

Tips

• Clean CSV before importing (remove empty rows)
• Include email for reliable duplicate detection
• Use consistent formatting (especially phones)
• Tag imports by source for organization