How to Create a CSV File

Before you upload your contacts first organize them in a CSV file.  

LionDesk allows you to upload 1,000 contacts at a time and include up to 26 columns (including custom fields!)

This video covers how to organize your CSV file:

Here is a CSV file with sample data to add your contacts to.  

Here are some quick tips:

  • Add yourself as a contact (great for testing emails/texts before sending to mass)
  • Separate first name from last name (allows “Hi [name]” personalization)
  • Delete any duplicates and fix misspellings in CSV
  • Add tags and custom fields in CSV before uploading (ex: buyer, seller, past client, etc)

If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email, and LiveChat Mon-Fri 7am - 5pm PT

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