As of 13 August 2026, AI can only partly import your contacts into a CRM.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open your CRM's import documentation or import screen and copy its available contact fields, required fields, accepted file format and duplicate-handling options into a new document.
   2. Export a copy of your contact list from its current system as CSV, preserve the original unchanged, and remove unnecessary personal data before sharing a small redacted sample with the chatbot.
   3. Paste the CRM field list and redacted sample into the prompt, then ask for the mapping table, data-cleaning actions and fields that require a manual decision.
   4. Apply only the agreed formatting fixes to a working copy, and mark invalid emails, duplicate candidates, missing required fields and unknown marketing-status values for manual review rather than guessing.
   5. Use the CRM's staging, test or small-batch import option to upload a limited sample with the recommended field mapping and duplicate setting.
   6. Compare the test-import record count and several records against the source file, checking names, email addresses, phone numbers, tags, owners, consent or marketing-status fields and unsubscribe status.
   7. Correct the mapping or source file when a check fails, then import the remaining contacts and repeat the record-count and spot checks before using the contacts in a campaign.

   Prompt

   I need to import contacts into [CRM name] for my UK business. I will provide a redacted sample of the source file and the CRM's available fields, but do not ask me to paste passwords, API keys, access tokens or unnecessary personal data. Create a safe import plan that:
   1. Maps each source column to a CRM field and marks fields that need manual decisions.
   2. Identifies likely duplicates using email address and other available fields without deleting anything.
   3. Lists formatting problems such as invalid email addresses, inconsistent phone numbers, blank names and unsupported characters.
   4. Separates contacts from companies, leads and existing customers where the data supports that distinction.
   5. Suggests a staging file and a small test import before the full upload.
   6. Lists the exact checks I should make after the test import, including record counts, field values, duplicates, tags, consent or marketing-status fields and unsubscribe status.
   7. Flags any field that must not be guessed and tells me what information I need to confirm.
   Do not invent values, infer consent, remove contacts or claim that a contact can be marketed to. Return the mapping table, the data-cleaning actions, the test-import checklist and the final upload steps. Keep personal data out of your answer wherever the column name and a redacted example are sufficient.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.