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For the five-step version, see Import Contacts. This page is the detail: what your file needs to contain and what happens to it.
Save your file as CSV first. CRE Fuel does not read .xlsx.In Google Sheets: File > Download > Comma Separated Values (.csv). In Excel: File > Save As, then choose CSV.If you upload an Excel file directly, nothing will happen, and the reason will not be obvious.

Required Columns

Your file must include at least these two things:
  • Name (first and last name, or a combined full name column)
  • Phone or Email (at least one of the two)
All other columns like Company, Property Type, Tags, and Notes are optional but recommended.

Import Your Contacts

1

Go to Contacts

Click Contacts in the left sidebar.
2

Open Import

Click Import near the top of the Contacts page.
3

Upload your file

Click Choose File and select your CSV file. CRE Fuel reads the file and shows you a column mapping screen.
4

Map your columns

For each column in your spreadsheet, use the dropdown to select the matching CRE Fuel field. For example, map your “Full Name” column to the Name field. Skip any columns you don’t need.
5

Preview the import

CRE Fuel shows a preview of the first few rows. Confirm the data looks correct before continuing.
6

Click Import

Click the Import button. CRE Fuel loads your contacts and shows a summary when finished.
Before creating anything, CRE Fuel checks each row against your existing contacts by email or phone number. If it finds a match, that row is skipped entirely. Nothing is written and your existing contact is left exactly as it was.Importing can only ever add people. It never changes anyone you already have. That is deliberate, and it is why re-importing a list is safe.The trade-off worth knowing: if you fix a phone number in your spreadsheet and re-import, that correction will not reach CRE Fuel, because the row matches an existing contact and gets skipped. To change someone who is already in your list, edit them in CRE Fuel directly.A row with neither an email nor a phone number cannot be checked, so it is always created. That is the one way an import can produce a double.
Nothing is flagged for review during an import. To find accidental doubles afterwards, use Contacts > Duplicates, which sweeps your whole list as a separate job. See Duplicates.