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Organize & Act

Import Contacts

Bring contacts in from CSV files with a guided wizard that maps your columns to the right fields.

A guided wizard for any file format

The import wizard walks you through four steps: pick a CSV or vCard file, tell Trevally which provider it came from (Google, LinkedIn, Outlook, iOS), map columns to contact card fields — including your custom attributes — and confirm. Trevally handles the rest in the background while you keep working.

The Trevally contact import wizard with file selection and provider choice

Nothing gets lost in translation

Columns Trevally recognizes are mapped automatically; the ones it does not recognize are collected into an 'Other Details' category instead of being silently dropped. You review them and discard only what you truly do not need — your data survives the trip by default.

Unmapped import columns collected into Other Details for manual review

Import once, use everywhere

The hidden gem: the import is not a one-time dump. It becomes a named source you can reuse everywhere — add it as the member list of a Kanban board, a Tailgate community or a Courier file share months later, without re-uploading anything. Import once, use everywhere.

Selecting an imported CSV as the data source for a Kanban board

What you can do

  • Step-by-step import wizard
  • Column-to-attribute mapping, custom fields included
  • Processing status and completion notification
  • Imported contacts enriched by mailbox sync afterwards

See it with your own contacts.

Connect your email and your contact base builds itself — Import Contacts included.

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Read-only access. Revoke anytime. Your data stays yours.