Getting Started - Import Contacts

If you already keep contact information outside of Sous, you don’t need to enter it all by hand. You can import your contacts using a CSV file.

Before You Begin

• The import tool only works with CSV files.

• Each contact in your CSV must have at least a First Name and an Email Address.

• If you’re not sure how to create or save a CSV file, check our guide on preparing your CSV for import.

Importing Your Contacts

1. In the left-side menu, click Contacts.

2. In the top-right corner, click the 3-dot menu (⋮) and select Import.

3. In the Import screen, click Browse File.

4. Find and select your CSV file, then click Next.

Step 1: Map Your Fields

1. You’ll see each column from your CSV file.

2. Use the dropdowns to match each field with the correct field in Sous (for example: First Name → First Name, Email → Email).

3. The Sample Data column shows the first row from your file.

4. The Validation Status will confirm if the data format is correct (like email vs. phone number).

Step 2: Review Your Data

1. Scroll down and click Next when you’ve finished mapping your fields.

2. Review your contacts to make sure everything looks correct.

3. Click Next.

Step 3: Import Your Contacts

1. On the final screen, click Import.

2. If the Import button is grayed out, go back to Step 1: Field Mapping and fix any fields that didn’t pass validation.

3. Once the import is complete, refresh the Contacts page to see your new list.

✅ That’s it! Your contacts are now imported into Sous and ready to use.

Need Help?

If you run into any issues, reach out to us at support@getsous.com.