Import Contacts via CSV

File Requirements

• Format: UTF-8 encoded CSV with a header row
• Maximum file size: 10 MB
• Maximum rows: 5,000 contacts per import
• Required column: At least one of email address or full name

Step 1 — Upload

Navigate to Clients > Import and drag your CSV file onto the upload area, or click to browse. Policy Stack validates the file format and row count before proceeding.

Step 2 — Map Columns

Policy Stack auto-maps columns when it recognizes header names from Wealthbox, Redtail, or the blank template. For custom CSVs, you'll see a mapping screen where each column in your file can be matched to a Policy Stack contact field. Unmapped columns are skipped — no data is lost from your file, but unmapped fields won't be imported.

Available target fields include: first name, last name, email, phone, stage, tags, and notes.

Step 3 — Review and Dedupe

Before the import runs, you'll see a summary of how many contacts will be created and whether any duplicates were detected. Duplicates are matched on email address.

Choose a duplicate-handling strategy:

After Import

Once the import completes, you'll see a results summary showing created, updated, and skipped counts. All imported contacts appear immediately in your client list.

Troubleshooting

• File rejected: Confirm the file is UTF-8 CSV, under 10 MB, and has fewer than 5,000 rows.
• Columns not auto-mapped: Your CSV header names may not match the expected format. Map them manually in Step 2 or use the blank template.
• Unexpected duplicates: Deduplication matches on email address only. Contacts without email addresses are always treated as new.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.