Importing contacts (CSV)
You can bring an existing list into Payani AI with a CSV import.
Import
- Open the CRM and choose to import contacts.
- Upload your CSV file.
- Map each column to a Payani field.
- Review and confirm. Payani deduplicates against your existing contacts as it imports.
Need help? Email support@payani.ai.
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Still need help? Email support@payani.ai or search the help center.