Skip to main content

How to import contacts from Excel?

Behind every successful client relationship are real people – your contacts

Rain avatar
Written by Rain
Updated yesterday

While clients represent the companies you work with, contacts are the actual people who make business happen. They're your day-to-day communication points, decision-makers, and relationship builders.

Before importing contacts, ensure you have:

  • Clients already created in Uku (contacts must be linked to existing clients)

  • Your contact data in XLSX format

Important: If you haven't added clients yet, import your clients first.

Step 1: Access the Import Feature

  1. Go to Clients in the main menu

  2. Select your company account (if you have multiple)

  3. Click the three-dot menu and select Import clients/contacts

Step 2: Prepare Your Excel File

Use your own file; you can obtain a sample when downloading contacts from the client list.

Required Fields

  • Company name - Must match exactly with existing client names in Uku

  • Company number - Used to link contacts to the correct client

Recommended Fields

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Role

Tips:

  • Use XLSX file format

  • Ensure client names match exactly with those in Uku

  • Include company numbers for accurate matching

  • Each contact should have its own row in your Excel file

Step 3: Upload and Map Columns

  1. Upload your file using "Upload file" button or drag-and-drop

  2. Configure settings:

    • Toggle "First line is title" based on your file structure

  3. Map your columns:

    • Critical mappings:

      • Client Name column

      • Company Number column

    • Green highlighted columns = automatically matched

    • Grey columns = require manual mapping

  4. Verify the preview to ensure contacts will link to the correct clients

Step 4: Review and Import

  1. Select contacts to import:

    • Use checkboxes to select specific contacts, or

    • Click "Select all" to import all contacts

  2. Click "Confirm Import" to start the process

  3. Wait for completion notification

  4. Click "View contacts" to see your imported data

Best Practices

  1. Start with a small test import (5 contacts) to verify your setup

  2. Keep a backup of your original Excel file

  3. Use consistent formatting for phone numbers and emails

  4. Review all warnings before confirming the import

Did this answer your question?