Import contacts from a CSV file, and export to CSV #34

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opened 2026-10-15 01:18:44 -04:00 by vmanne-poc · 0 comments

vmanne-poc commented

2026-10-15 01:18:44 -04:00

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Today: import is a JSON API only. There is no file upload, no template and no export.

Plan

Import contacts page:
- choose a CSV file, parsed in the browser or with a server upload capped at 10 MB
- a downloadable template
- step-by-step instructions for Excel, LibreOffice / Google Sheets, and code/API
- a column-mapping preview (email, first_name, last_name, external_id, and any other column becomes a custom field)
A Replace duplicates option. On: update existing contacts. Off: skip them.
Statuses are never changed by import. Unsubscribed, bounced and complained contacts stay as they are.
The result report shows imported, updated, skipped and invalid counts, plus a downloadable list of rejected rows with the reason.
Large files are processed in batches inside a transaction per batch.
Export: GET /projects/:id/contacts/export.csv, which respects the current search and status filter. This is also used by segment download.
CSV handling uses a well-maintained parser with a pinned version, and guards against formula injection (cells starting with =, +, - or @) on export.

**Today:** import is a JSON API only. There is no file upload, no template and no export. **Plan** - **Import contacts** page: - choose a CSV file, parsed in the browser or with a server upload capped at 10 MB - a downloadable template - step-by-step instructions for Excel, LibreOffice / Google Sheets, and code/API - a column-mapping preview (email, first_name, last_name, external_id, and any other column becomes a custom field) - A **Replace duplicates** option. On: update existing contacts. Off: skip them. - Statuses are never changed by import. Unsubscribed, bounced and complained contacts stay as they are. - The result report shows imported, updated, skipped and invalid counts, plus a downloadable list of rejected rows with the reason. - Large files are processed in batches inside a transaction per batch. - **Export:** `GET /projects/:id/contacts/export.csv`, which respects the current search and status filter. This is also used by segment download. - CSV handling uses a well-maintained parser with a pinned version, and guards against formula injection (cells starting with `=`, `+`, `-` or `@`) on export.

vmanne-poc added this to the Phase 10: Contacts, senders & sending milestone

2026-10-15 01:18:44 -04:00

vmanne-poc added the

feature

label

2026-10-15 01:18:44 -04:00

vmanne-poc referenced this issue from a commit

2026-10-15 08:41:32 -04:00

Contacts API: detail, edit, delete, external ID, search and paging, validated import, CSV export; segment paging and CSV

vmanne-poc referenced this issue from a commit

2026-10-15 08:41:32 -04:00

Contacts UI: search, status filters, paging, detail with activity, new/edit with custom data and external ID, CSV import and export