If you have a list of contacts, you can import them all at once instead of adding them one by one. myflow uses an Excel template with 14 built-in fields — download it, fill in your contacts, and upload it back.
Download the import template
Go to Toolbox > Contacts in the left sidebar.
Click Import in the top right corner of the page.
At the bottom of the import panel, click the here link where it says "You can download a template for the importable file here."
The template downloads as an Excel file (.xlsx) with one example row so you can see exactly how to format your data.
Fill in the template
Open the downloaded file in Excel, Google Sheets, or any spreadsheet app. The template includes these columns:
Name — the contact's full name.
Email — their email address.
Title — their job title (e.g. CEO, Marketing Manager).
Company — the company they work at.
Invoice Email — a separate email for invoices, if different from their main email.
Phone — their phone number.
Org Nr — the company's organization number.
Billing Street Address — the street address for billing.
Billing Zipcode — the postal/zip code.
Billing City — the city.
Billing Country — the country.
Website — the company's website URL.
Linkedin — their LinkedIn profile URL.
Employees — the number of employees at the company.
Fill in one row per contact. You don't need to fill in every column — leave any fields you don't have blank.
💡 Tip: Keep the header row exactly as it is in the template. Changing the column names will prevent the import from working correctly.
Add custom fields to the template
If the built-in fields don't cover everything you need, you can create your own custom fields. Once created, they automatically appear as new columns when you download the import template again.
Go to Toolbox > Contacts > Settings in the left sidebar.
Scroll down to the Custom Fields section.
Select the field type from the dropdown: Text, Number, or Date.
Enter a name for the field in the Field name input.
Click Add.
Now go back to the Import panel and download the template again — your new custom field will appear as a new column that you can fill in for each contact.
Upload and import your contacts
Go to Toolbox > Contacts and click Import in the top right corner.
Assign a tag (optional) — use the search field at the top of the panel to find and select a tag. Every contact in your import file will receive this tag, which makes it easy to filter them later.
Click Choose File and select your filled-in Excel file.
Toggle Exclude duplicates (Based on emails) if you want myflow to skip any contacts whose email address already exists in your CRM.
Click Upload and Import.
Your contacts are now added to your CRM and ready to work with.
💡 Tip: After importing, use Filters & Sorting on the Contacts page to find your newly imported contacts by the tag you assigned.
Handle duplicates
If you import contacts that share an email address with existing contacts and you left the duplicate toggle off, myflow will create duplicate entries. You can manage these from the Manage duplicates link next to the Import and Export buttons on the Contacts page.
You're all set — your contacts are imported and tagged, ready for outreach, follow-ups, or whatever comes next.
💡 Let Buddy do it for you: After importing, open Buddy in your AI team and ask something like "Show me all contacts tagged 'conference leads'" — Buddy helps you stay on top of your new contacts without digging through the list manually.