Import organizations and contacts
Prepare a text file, map columns and review import results.
Practice owners, administrators and clinic directors can open Practice settings → Data import to import Community Growth organizations, contacts, or organizations with contacts.
Prepare your file
The current importer accepts CSV, TXT and TSV. Export Excel, OpenDocument or Apple Numbers files to CSV first. Use a header row with clear column names. Imports are limited to the first 10,000 non-empty rows.
Review before importing
- Confirm that the workspace shown on the page is correct.
- Choose a file and destination.
- Review duplicate handling. Organizations match by name; contacts match by email or 10-digit phone.
- Check suggested column mappings and adjust them. Map the required organization name or contact first name.
- Review the preview, then select Import to begin writing records.
Skip matching records avoids creating matched records. Create even if a match exists can create duplicates. The current importer does not update existing record details.
Check the outcome
Review the created, skipped and error counts in Import history. Some rows can succeed while others fail. Review row errors and existing records before retrying a file.
Roll back an import
Import history offers Roll back for imports with tracked created records. Confirming this action deletes records created by that import. Review any later work involving those records before proceeding.
Reviewed October 17, 2026 · Browse all guides