CSV Import & Export
Bring your existing contacts in from a spreadsheet, or export your RadiusOS data at any time. You own your data.
Importing contacts
Go to Contacts → Import CSV
The Import button is in the Contacts page header, next to the search bar.
Download the template (optional)
Download the sample CSV to see the expected column headers. The required column is name. Everything else is optional.
Upload your file
Drag and drop your CSV or click to browse. RadiusOS will preview the first 5 rows and let you map your columns to the correct fields.
Confirm the import
Review the column mapping and click Import. Contacts are added immediately. Duplicates (matched by email) are skipped.
Expected CSV format
| Column | Required | Notes |
|---|---|---|
| name | Yes | Full name |
| No | Used for Gmail matching | |
| phone | No | Any format |
| company | No | Creates company record if new |
| stage | No | Must match an existing stage name exactly |
| notes | No | Plain text or markdown |
| tags | No | Comma-separated: warm lead,referral |
Exporting contacts
Go to Contacts → Export CSV. All contacts in your current workspace are exported as a CSV with all fields. There is no row limit on export regardless of plan.
Export regularly as a backup. RadiusOS doesn't keep version history of your data, so a periodic export is a good habit.