How to Import Your Leads

Import contacts into GetsYou.ai via CSV upload, CRM sync, or manual entry. Step-by-step guide for each method.

Three Ways to Import Contacts

GetsYou.ai supports multiple ways to get your contacts into the platform.

Method 1: CSV Upload

The fastest way to bulk-import contacts.

Step 1: Navigate to your Dashboard and click on the Contacts section.

Step 2: Click "Import" and select your CSV file.

Step 3: Map your columns to GetsYou fields. At minimum, you need a phone number. Name, email, and any custom fields can also be mapped.

Step 4: Review the import preview. The system will flag duplicates and invalid phone numbers.

Step 5: Confirm the import. Contacts are immediately available for campaigns.

CSV Requirements:

  • UTF-8 encoding
  • Phone numbers in E.164 format (e.g., +15551234567) or standard US format
  • First row should be column headers

Method 2: CRM Sync

If you've connected GoHighLevel, contacts sync automatically.

  • New contacts in GHL appear in GetsYou within minutes
  • Contact updates flow bidirectionally
  • Pipeline stage changes sync in both directions
  • See Connecting GoHighLevel for setup

Method 3: Manual Entry

Add individual contacts from the Contacts page. Click "Add Contact" and fill in the details. Best for one-off additions or testing.

Duplicate Handling

The system automatically detects duplicates based on phone number. When a duplicate is found during import, the existing contact is preserved and no duplicate is created.

Next Steps

Once your contacts are imported, you can:

Need more help?

Book a walkthrough with our team.