# How to import your contacts into Stacks — Stacks Features > Move your contacts into Stacks in minutes. Import a CSV from Pipedrive, Mailchimp, HubSpot or any tool — Stacks auto-matches the columns to the right fields for you. Markdown version of https://stackscrm.com/features/import-contacts — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Features](https://stackscrm.com/features) › [CRM](https://stackscrm.com/features#crm) › **Import your contacts** # How to import your contacts into Stacks CRM · about 3 min · updated Aug 2026 Bringing your contacts into Stacks takes a few minutes. If your current tool can export a CSV — and almost all of them can, including Pipedrive, Mailchimp, HubSpot and FreshBooks — you can drop that file straight into Stacks, and it'll auto-match the columns to the right fields for you. ## Before you start - You'll need a **CSV file** whose first row is a header (it names each column — *Email*, *First name*, and so on). - Up to **5,000 contacts** per file. Have more? Just run the import again with the next file. - You'll need permission to create contacts — **admins, managers and team members** have it by default (only view-only users don't). ## Step by step 1. **Export a CSV from your current tool.** Most CRMs and email tools have an export option under their contacts/audience list or settings — e.g. Pipedrive (Contacts → export), Mailchimp (Audience → Export), HubSpot, or FreshBooks. Any CSV with columns like name, email, phone and company will work. 2. **Open the importer.** In Stacks, go to **Contacts** in the left menu and click **Import**. 3. **Upload your CSV.** Choose your file. Stacks reads the header row and shows you a quick preview of the first few rows so you can confirm it looks right. 4. Review the proposed column mappings and correct them before importing. Standard header matching is free; optional AI matching uses workspace AI credits, including the initial Free allowance. 5. **Run the import.** Click **Import**. Stacks creates your contacts — and any **companies** — in one pass. That's it. 💡 **It's free.** Importing contacts is free on every plan. Only the optional **AI column-matching** is an AI Pro feature — the standard auto-match works for everyone. ## Good to know - **No duplicates.** Re-importing the same file **updates** existing contacts (matched by email) instead of creating copies — handy for refreshing your list. - **Companies come along.** Map a *Company* column and Stacks will find-or-create each company and link the contact to it automatically. - **Custom fields.** A column Stacks doesn't recognize can be saved as a **custom field**, so nothing from your old system gets left behind. ## Frequently asked Can I import deals or invoices this way? Right now the importer is for **contacts** (which brings their companies along). Deals and invoices are added inside their own modules. Will it overwrite contacts I've already added? It updates matching contacts by email and adds the rest — it won't wipe anything out. My columns have strange names. Will it still work? Standard auto-match handles common column names. Optional AI matching uses workspace credits and still needs review. Was this helpful? ## Related articles [Add a contact manually →](https://stackscrm.com/features/add-contact) [Organize contacts with tags →](https://stackscrm.com/features/organize-contacts-with-tags) [Export your contacts →](https://stackscrm.com/features/export-contacts) [Set up custom fields →](https://stackscrm.com/features/add-custom-fields-to-contacts) ### Ready to bring your contacts home? Core business tools, unlimited users, free forever. [Start free →](https://stackscrm.com/register) [Explore more features →](https://stackscrm.com/features)