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IMPORT & EXPORT

Bring contacts and leads into ParsaLink from CSV files, business card scans, document uploads, and bulk ZIP archives — and export your data at any time.

Overview

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Import Overview

ParsaLink offers several ways to bring contact and lead data into your CRM. You can import structured data from a spreadsheet, scan a business card, upload contact screenshots, or process a batch of files at once using a ZIP archive.To open the importer, click Import in the CRM sidebar (the arrow icon, if your sidebar is collapsed). It’s also on the Contacts page as the outlined arrow button next to Add, and on the CRM Dashboard as Upload from image/file.
CSV Import

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CSV Import

Importing a spreadsheet is the main way to bring in contacts in bulk — from another CRM, a list you already keep, or a data export. Excel (.xlsx) and CSV files both work.
Prefer to watch? Video: uploading contacts from a spreadsheet. Short on time? Video: importing a spreadsheet, the quick version.
1

Open the importer

Click Import in the CRM sidebar — the arrow icon, if your sidebar is collapsed. It’s also on the Contacts page as the outlined arrow button next to the orange Add button, and on the CRM Dashboard as Upload from image/file.
2

Choose your spreadsheet

Click the box with the dashed border that says Click to select a file, then pick your file.Use the spreadsheet you already have. There’s no template to download and nothing to retype — ParsaLink reads your own column headings in the next step.
3

Map fields

For each column in your CSV, select the corresponding CRM field. ParsaLink auto-maps common column names (e.g., “First Name,” “Email,” “Company”) but you can adjust any mapping manually.Columns you don’t map are ignored.
4

Select a source

Choose where these records came from using the Source dropdown (e.g., Trade Show, Website Form, Purchased List, Cold Outreach). This value is applied to all imported records and is useful for tracking lead quality by source.
5

Review and confirm

ParsaLink shows a preview of the first several rows with the field mapping applied. Review for any obvious errors before proceeding.
6

Run the import

Click Import. The job is queued and processed in the background — a live progress bar shows the row count as ParsaLink works through it. You can safely close the import dialog or leave the page while it runs; the job keeps going on the server.
7

Review possible duplicates

When the import finishes, any rows that look like contacts you already have are held back and listed so you can decide on each one:
  • Skip — leave that row out. Every row starts with this selected.
  • Create Anyway — add it as a new contact.
  • Merge into the existing contact — combine the row with the contact you already have.
If nothing looks like a duplicate, you go straight to the results.
CSV imports run asynchronously. The import dialog polls the job every two seconds and surfaces a success / error count when it’s done. Small files complete in a few seconds; larger files (thousands of rows) take minutes but never gateway-time-out the way the legacy synchronous import used to.
There is no automatic undo for a CSV import. If you notice errors after importing, you can use bulk delete to remove the imported batch, or correct records individually.
Recent Imports

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Recent Imports Panel

The upload dialog shows the five most recent imports for your workspace below the file picker. Each row surfaces the filename, current status (queued, processing, complete, failed), the rows-imported / errors counters once it’s done, and how long ago it finished.That means you can:
  • Confirm an import that you started earlier finished cleanly.
  • See what a teammate just uploaded without leaving the dialog.
  • Spot an import stuck in processing and reach out to support with the filename.
The panel auto-refreshes every 5 seconds while there’s an active job, then goes quiet so it doesn’t keep polling forever on an idle workspace.
Image & PDF

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Image and PDF Import

Use image or PDF import to extract contact information from:
  • Business card photos — Photograph a physical card using your device camera or upload an existing image.
  • Contact screenshots — Screenshots from LinkedIn, email signatures, or other sources.
  • Scanned documents — Printed contact sheets or directories scanned as PDFs.
ParsaLink uses AI to extract name, email, phone, job title, and company from the image or document content and pre-fills the contact creation form. You can review and correct extracted fields before saving.Supported formats: JPG, PNG, HEIC, WEBP, PDFTo use image import:
  1. Click Import → Upload Image or PDF.
  2. Select or photograph your file.
  3. Wait for AI extraction (typically a few seconds).
  4. Review the pre-filled contact fields and make any corrections.
  5. Select a Source for the contact.
  6. Click Save Contact.
Bulk Processing

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ZIP Import (Bulk File Processing)

1

Prepare your ZIP file

Collect all your image or PDF files into a single folder and compress it as a ZIP archive. Each file should represent one contact.
2

Upload the ZIP

Click Import → Upload ZIP. Select your archive. ParsaLink begins processing each file in the batch.
3

Review extracted contacts

As each file is processed, the extracted contact data is added to a review queue. You can accept, edit, or discard each extracted contact.
4

Confirm the import

Once you’ve reviewed the queue, click Import All to save the approved contacts to your CRM.
ZIP import is ideal after trade shows or networking events where you’ve collected many business cards. Processing time depends on the number of files in the archive.
Data Quality

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Duplicate Detection

ParsaLink checks for duplicate records during all import types. A duplicate is detected when an incoming record matches an existing contact or lead by email address.When a duplicate is found, you choose how to handle it on a per-import basis (skip, update, or import as new). After import, you can also use the Merge Duplicate tool on individual contact records to clean up any remaining duplicates.
Export

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Export Contacts to CSV

To export your contact data:
  1. Go to CRM → Contacts.
  2. Apply any filters to narrow down the records you want to export (optional).
  3. Click Export → Export to CSV.
  4. ParsaLink generates a CSV file with all visible contact fields and downloads it to your device.
The export includes all fields that are currently visible in the contacts list, including custom fields. Linked records (accounts, opportunities) are represented by name in the export.
Apply filters before exporting to create targeted exports — for example, all contacts tagged “VIP” or all leads assigned to a specific rep.