You can quickly bulk-load contacts - both individual people and entire organizations - into RogerRoger using a simple CSV upload. The imports run in the background, and you can monitor all your past and current imports under Settings > Imports.
You can download example files to create an import. These can be found when you start an import.
You can map columns however you like, but having matching names for the columns is helpful
The fields ‘email address’ and ‘phone number’ can have multiple mappings
The file format should be CSV, 2MB max.
You can't match people to organizations (yet)
Go to contacts (people or organizations) and select ‘Import‘ from the context menu ⋮ The right type will be selected for you in the modal.
Select type
Choose whether you’re importing People or Organizations.
• People imports create individual contact records.
• Organizations imports create company/organization records.
Upload file
Drag & drop your prepared CSV file (≤ 2 MB), or click Browse to select it from your computer.
Assign fields
Match each CSV column to a RogerRoger contact field.
For columns without an exact match, choose Create custom field.
Unmapped columns will be ignored.
Review
RogerRoger shows a preview of the first few rows with your mappings applied.
Verify that names, emails, and phone numbers appear correctly.
Use Back to adjust any mappings if needed.
Start import
Click Import to kick off the job. A summary screen will confirm your import has started.
Background processing: Imports happen asynchronously - feel free to continue working while RogerRoger ingests your data.
Import overview: Go to Settings > Imports to view status, success/failure counts, and error details.
“File too large”
– Ensure your CSV is under 2 MB.
– Split large files into smaller chunks if necessary.
“Invalid CSV format”
– Confirm you’re uploading a comma-delimited file with a single header row.
– Remove stray quotes or extra delimiters.
Missing fields in preview
– Go back to Assign fields and ensure each CSV column is correctly matched or explicitly ignored.
