Introduction
You can bulk import customers into Copilot by uploading a CSV file. This helps you get started faster and ensures all of your existing contacts are organized in one place.
Step 1: Open the Import Tool
Click the CSV Imports tab in the bottom-left corner of your Copilot screen.
Click Import Customers.
Step 2: Download the Sample CSV
Click Download Sample CSV File to see the required format.
Fill in your customer details in this template (first name, last name, email, phone, etc.).
Note: Using the sample file helps ensure your data matches Copilot’s import fields.
Step 3: Upload Your CSV File
Click Click to Select File to Import.
Choose your file and upload it.
Step 4: Map Your Columns
Use the dropdowns to map your file’s columns to Copilot’s fields.
Example: For your “First Name” column, select Customer First Name.
For your “Email” column, select Email.
Continue until all relevant fields are mapped.
Note: If you would like to import customer fields that Copilot doesn't natively track, you can create a customer custom field under Resources > Custom Fields, and it will appear in the mapping dropdowns!
Step 5: Complete the Import
Click Start Import.
If successful, you’ll see a confirmation message.
View your newly imported customers by going to the Customers tab.
Additional Resources
For a step-by-step visual walkthrough, sign up for Copilot University, our free crash course on all things Copilot.