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Import contacts from a CSV

Bring your network in from any CRM or spreadsheet.

Export from anywhere, bring it into Goodword. An Airtable base, an old CRM, a spreadsheet from your last job — if it exports to a CSV, you can bring your people in, notes included.

Get an email in wherever you can

Include an email address for each person wherever you have one. Goodword uses it to match people to their full profile and to keep them from turning into duplicates as your other sources sync — so it's the one field worth getting right. A LinkedIn URL or phone number helps too. Rows without any of these still import as a contact, but with no identifier they're the most likely to duplicate later.

Prepare the file

  • One sheet, one row per person, a header row at the top.

  • Save as CSV (Excel or Google Sheets: File → Download → CSV).

These columns map to a contact's profile:

  • Name — the contact's name (required)

  • Email — the best identifier; include it wherever you have one

  • Phone — their phone number

  • LinkedIn — their LinkedIn profile URL

  • Notes — everything else, in one place

Company, title, and location don't have their own profile fields yet — so put them in the Notes column or they won't be saved. Combine them (and anything else: how you know the person, context) into one labeled note per person, and start the note with the person's full name on the first line so it attaches to the right contact. Example note:

Jane Doe. Title: Head of Partnerships. Company: Acme. Location: NYC. Met at the 2026 offsite.

Those details stay searchable, and role/company also fill in automatically as enrichment and your connected sources sync.

Have an AI format it for you

If your export is messy or large, you don't have to reformat it by hand. Open the AI you already use (Claude, ChatGPT, or Gemini), attach your file, and paste this in:

You're preparing my contact spreadsheet for import into Goodword. Work in two steps.

First, understand my file. Look at it and tell me what you see: list the columns, what each one holds, and flag anything messy — a header named differently than expected, two values crammed into one cell, a value sitting in the wrong column, duplicate rows, or stray spaces. Show me how you plan to map my columns before you convert anything.

Then reformat everything into a Goodword import CSV with exactly these columns: Full Name, Email, Phone, LinkedIn, Notes. Rules:

  • Include an email for each person wherever it exists — it's the best identifier and prevents duplicates. Keep phone and LinkedIn where I have them.

  • Company, title, location, how I know them, and anything else without a dedicated column go into the Notes column as one labeled note per person, starting with the person's full name on the first line.

  • Clean as you go: merge duplicate rows, move any value that's in the wrong column to where it belongs (or into the note), split cells that hold two values, and trim stray spaces.

  • Don't invent or guess data. If you're unsure, leave it blank and tell me.

When you're done, give me the finished CSV plus a short summary: how many contacts, and what you cleaned up or couldn't place.

Upload it

In Digest, click Upload and pick the file. Goodword shows you how it mapped your columns before anything is saved — and flags any it can't place (like company or title) so you can choose to keep those in notes. Review the summary (the Contacts and Notes counts), then Approve all.

After the import

Every imported contact is enriched in the background (role, company, LinkedIn), and the import shows up in your Digest with everything it created. Profiles may look sparse at first and photos arrive as LinkedIn syncs — both are normal.

Groups

Groups aren't created through the CSV yet. Add a "Group: <name>" line inside each note, then once Goodword is connected to your AI you can ask it to build the group from those labels.

Troubleshooting

  • Company, title, or location isn't on the profile — those don't have dedicated fields yet; keep them in the Notes column so they're preserved.

  • The same person shows up twice later — a contact imported without an email can't always be matched to the same person from your other sources; add an email to reduce duplicates.

  • Upload failed — refresh and try again; if it persists, contact [email protected].

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