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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 access the import tools, navigate to CRM → Contacts (or Leads) and click Import.

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CSV Import

CSV import is the primary way to bulk-import structured contact or lead data from another CRM, spreadsheet, or data export.
1

Download the sample template

Click Download Sample CSV to get a template with the correct column headers for contacts or leads.
2

Fill in your data

Open the template in Excel, Google Sheets, or any CSV editor. Fill in your records — one row per contact or lead. Leave optional columns blank if you don’t have the data.
3

Upload the file

Click Upload CSV and select your completed file. ParsaLink parses the file and shows you a column mapping screen.
4

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.
Your ColumnMaps To
First NameFirst Name
EmailEmail Address
CompanyAccount Name
PhonePhone Number
TitleJob Title
NotesInternal Notes
Columns you don’t map are ignored.
5

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.
6

Review and confirm

ParsaLink shows a preview of the first several rows with the field mapping applied. Review for any obvious errors before proceeding.
7

Handle duplicates

ParsaLink checks for existing records with the same email address. You can choose to:
  • Skip duplicates — Only import new records.
  • Update existing — Overwrite fields on matching records with the imported values.
  • Import as new — Create new records even if duplicates exist.
8

Run the import

Click Import. ParsaLink processes all rows and displays a summary showing how many records were created, updated, and skipped.
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.

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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, PDF To 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.

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ZIP Import (Bulk File Processing)

If you have a large batch of business cards, document scans, or contact images, you can package them into a single ZIP archive and upload them all at once.
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.

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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.

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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.