Getting Started with CSV Files in Salesfinity

Last updated: April 22, 2026

Step 1: Connect A CSV File to Salesfinity

  1. Open your Salesfinity dashboard and click on Import Contacts.

  1. Find the CSV File section and click Connect.

  1. Select the file you want to upload from your computer.

  1. Then click Next.

  1. Finally match the Table to the Correct Field and select Next and Confirm

Step 2: Adding Custom Fields

  1. Navigate to Import Contacts

  1. Select the Gear Icon

  1. Add Custom Fields

  1. Then select Save

Step 3: CSV Template

CSV File Template - Sheet1 (1).csv