Import

Import

The Import feature allows you to bring data into Mria Contacts in bulk.

Import is available from the Contacts section and from Settings → Data Administration → Contacts

At the moment, Import supports:

  • Contacts

  • Contacts & Companies

Company Import (Current State)

  • Standalone Company import is not available yet

  • Companies can be created or linked only during Contact import

  • Only the Company name field is required and supported (no other Company fields)

  • Create Companies option creates new Companies from the Company name

  • Link to existing Companies option links Contacts to Companies with the same name

A dedicated Companies import with extended fields will be released very soon.

Getting Started

Before importing, you can:

  • Download a sample file (.CSV or .XLSX) to understand the correct structure.

  • Export Contacts from CRMs, spreadsheets, or other tools — Mria Contacts Management supports files exported “as is” from most common systems.

Required File Columns:

  • Name (required)

  • Email (required)

  • Company name (optional — required only for creation and/or linking Companies during Contact import)

Because Contacts involve complex linking logic, the maximum file size is 1 MB, and we recommend limiting each import to ~1,000 Contacts per file for best performance.


Step 1. Upload File

Drag and drop your file or click Upload to browse your computer.

Supported formats: .XLSX, .CSV
Maximum file size: 1 MB

Once uploaded, Mria Contacts Management will automatically move to the next step.

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Step 2. Map Fields

Mria Contact Management tries to auto-match your file columns to system fields based on similar names.

For example, columns like Name, Contact Name, Full Name, or First Name may all map to Name automatically.

You can:

  • Change the mapping by clicking next to a field and selecting another option.

  • Leave any field unmapped — that column will simply not be imported.

Required fields:

  • Name

  • Email (must be unique per Contact)

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Step 3. Review Details & Configure Import Options

Before importing, review the summary and choose how the system should handle:

  • Existing Contacts

  • Companies

This step contains three important checkboxes:

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1. Update existing Contacts

If a Contact with the same email already exists, Mria Contacts Management will update it with the data from your file.

  • Contacts cannot be duplicated.

  • If several rows in your file use the same email, only the last one is used when updating.

Updating a Contact does not change its linked Company — only the Contact’s info fields (Name, phone, job title, tags, etc.) are updated.


2. Create new Companies from Contacts info

If the import finds a Company name that doesn’t yet exist, Mria Contacts Management will create it automatically and link the Contact to it.


3. Link to existing Companies

If a Company with the same name already exists:

  • If exactly one match is found → it will be linked.

  • If multiple Companies have the same name → the link will be skipped.


Summary of Contact Matching Rules:

  • Contacts are matched by email only.

  • A Contact’s email must be unique in Mria Contacts Management.

  • Companies are matched by name.

  • No Company will be unlinked during the update — only new links may be created (depending on checkboxes).


Step 4. Import Progress

When the import starts, you’ll see real-time progress:

  • Progress is displayed in increments by 100 records (e.g. 0/1000, 100/1000, 200/1000, etc.).

  • You can wait on the page or click Continue in Background to keep working.

A notification will appear when the process finishes (success or fail).

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Step 5. Import Completed

After a successful import, you’ll see:

  • Import author

  • Date & time

  • Total rows processed

  • Records affected

  • Records added

  • Companies created

  • Companies linked

Click Go to new Records to view your newly imported Contacts.

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Viewing Imported Contacts

You can find imported Contacts in several ways:

1. From Settings → Data Administration → Contacts

Click the number in the “Records” column for the file you imported.

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2. From the Contacts list

Use the Filters panel — imported Contacts automatically receive an “Import File” filter based on the file name.

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Handling Import Errors

If your import fails (for example, due to a temporary Forge issue), don’t worry — all Contacts processed before the error remain saved. Simply re-upload the same file and run the import again. The already existing Contacts won’t be duplicated.