Getting started

Import contacts and organizations

Prepare a clean CSV and map guests, companies and relationships correctly.

4 min read · Updated August 2026

Avero can turn an existing spreadsheet into usable CRM records, but the import is only as clear as the source file. Clean the file first and import a small sample before moving the full list.

01

Prepare the file

  1. Keep one person per row.
  2. Separate first name, last name, email and phone into their own columns.
  3. Use a consistent organization name for contacts from the same company.
  4. Remove obvious duplicates and invalid email addresses.
02

Map each field

During import, match every CSV column to an Avero field. Leave a column unmapped when it contains old notes or values you do not plan to use.

03

Check the result

  1. Open several imported people and organizations.
  2. Confirm names, owners and organization links.
  3. Check the duplicate suggestions before starting outreach.