Import & Export

Bring your existing contacts into graph8 via CSV upload or CRM sync, and export lists when you need data outside the platform.

Importing Contacts

CSV Upload

1. Go to Data → Lists
2. Click Import in the top toolbar
3. Drag and drop your .csv or .xlsx file, or click to browse
4. Map columns — graph8 auto-detects common headers (Email, First Name, Last Name, Company, Title). Review and adjust any columns that weren’t matched.
5. Choose a destination list — create a new list or add to an existing one
6. Click Start Import

The import runs in the background. You’ll see a notification when it completes.

Requirements:

• File must have a header row
• Email column is required (used for deduplication)
• Maximum file size: 50 MB
• Supported formats: .csv, .xlsx

Tip

graph8 deduplicates by email address. If an imported contact already exists in your workspace, the existing record is updated with the new data rather than creating a duplicate.

Column Mapping

graph8 automatically maps these common headers:

Your CSV Header	Maps To
Email, Email Address, E-mail	Email
First Name, FirstName, Given Name	First Name
Last Name, LastName, Surname	Last Name
Company, Company Name, Organization	Company
Title, Job Title, Position	Job Title
Phone, Phone Number, Direct	Phone
LinkedIn, LinkedIn URL	LinkedIn

For non-standard headers, manually assign the correct field during the mapping step.

CRM Sync

Connect your CRM to automatically sync contacts:

1. Go to Settings → Integrations
2. Select your CRM (Salesforce, HubSpot)
3. Authorize the connection
4. Configure sync settings — choose which objects and fields to sync
5. Set the sync direction (one-way or bidirectional)

CRM sync runs automatically on a schedule. Changes in either system are reflected in the other based on your sync rules.

Exporting Lists

Export to CSV

1. Go to Data → Lists and open the list you want to export
2. Optionally apply filters to export a subset
3. Click Export in the toolbar
4. Choose which columns to include
5. Click Download

The CSV is generated and downloaded to your browser.

What’s Included in Exports

Exports include all visible columns plus any enriched data:

• Contact fields (name, email, phone, title, LinkedIn)
• Company fields (name, size, industry, revenue, domain)
• Custom fields you’ve configured
• List metadata (date added, source)

Tip

Use column filters before exporting to create targeted extracts. For example, filter a list to only contacts with verified emails before exporting for an external email tool.

Troubleshooting

Import fails with a column mapping error

• Ensure your CSV has a header row in the first row
• Rename ambiguous headers (e.g., change “Name” to “First Name” and “Last Name”)

Duplicates appearing after import

• graph8 deduplicates by email. If duplicates appear, check that the email column was mapped correctly. Contacts without an email can’t be deduplicated.

CRM sync not updating

• Check that the integration is still authorized in Settings → Integrations
• Verify your sync rules include the fields you expect
• CRM syncs run on a schedule — changes may take up to 15 minutes to appear

Next Steps

• Prospecting → — Search the database to find new prospects
• Managing Lists → — Organize and filter your lists
• Enrichment & Formulas → — Waterfall providers, AI research, and formula columns