Open the list in Google Sheets, Excel, or Airtable. Select **File → Download → Comma-Separated Values (.csv)** and briefly verify the downloaded file.
# Import to ScalePilot
1. Sign in and open **Contacts → Import Contacts**.
2. Select **Import a List of Contacts Only** → **Next**.
3. Upload the CSV and wait for **Uploaded Successfully**.
4. Leave **Create or Update Contact** selected and choose **Next**.
# Map Fields
Map Phone, Email, Contact Name, Company Name, Website, LinkedIn → Contact Source, and Address to their matching ScalePilot fields. For unused columns select **Don’t Import Data in this Field**. Confirm required fields are green, unnecessary fields are grey, then select **Next**.
# Add Required Tags
Every import needs **Source**, **Industry**, and **Region/Zone** tags. Select **Add Tag**, reuse an existing tag or create one, confirm all three are attached, check **I Confirm the Data is Correct**, and select **Start Import**.
# Select and Assign Contacts
In Contacts, filter by the import tag. Select the top-left checkbox and then **Select All X Contacts** to include every page. Choose **Bulk Actions → Bulk Pipeline Change**; set Pipeline to **Cold Calling**, Stage to **Import New**, and Assigned To to the correct salesperson. Select **Add or Update Opportunities**, then **Dismiss**.
# Verify
Open **Opportunities → Cold Calling → Import New**. Confirm the source, industry, region tags, owner, and record count match the CSV.