How To Import Contacts

Importing contacts into Intellia allows you to quickly add multiple contacts at once using a CSV file. The system lets you upload your list, match each column to the correct fields, automatically detect duplicates, and finalize the import so all contacts appear neatly in your Contacts section for easy management.

Step 1 : Go to Contacts

  • On the left-hand menu, click on "Contacts."

  • This will open up the Contacts section where you can manage your existing contacts.

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Step 2 : Click on 'Import Contacts'

  • At the top-right corner, you'll see the "Import Contacts" button. Click on it.

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Step 3: Upload CSV File

  • You will be prompted to upload a CSV file. Ensure your contacts are in a CSV format.

  • Click "Upload CSV" and select the file from your computer.

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Step 4 : Map Fields

  • Once the CSV is uploaded, Intellia will ask you to map the fields from the CSV to the corresponding fields in the system (like name, email, phone number, etc.).

  • Match each column in your CSV with the appropriate Intellia field.

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Step 5 : Check for Duplicates

  • Intellia will check for duplicates based on the phone number or email to prevent importing the same contacts again. You can configure how duplicates are handled.

 

Step 6 : Complete Import

  • After mapping fields and confirming settings, click "Submit" to finalize the import process.

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Step 7 : Review Imported Contacts

  • Once the import is complete, you’ll receive a notification, and the contacts will appear in the Contacts section.

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