> ## Documentation Index
> Fetch the complete documentation index at: https://docs.converlens.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding & Importing Contacts

There are three ways to add contacts to your database:

* **Individual**: Manually add a single contact.
* **Import from CSV**: Upload a list of contacts using a CSV file.
* **Import from Existing Projects**: Create contacts from participant submissions in existing projects.

**Note:** An email address is required for all contacts, as it serves as the unique identifier.

# Adding an Individual Contact

Use this option to add a new contact to your database. You’ll be prompted to enter the following details:

* **Name:** Enter the contact's name.
* **Email:** Provide the contact's email address.
* **Contact is a person:** Toggle this option on/off to specify whether the contact is a person or organisation.
* **Subscriber / May receive broadcast messages:** Toggle this on/off to allow the contact to receive broadcast messages.
  * Only contacts with this **enabled** will receive broadcast messages.
* **Details:** Add any additional information or notes about the contact.
* **Save contact:** Click to save the new contact and add it to your database.

# Import from CSV

To import a list of contacts from a CSV click Import, then select **Import from CSV file**.

1. **Upload your CSV:**

* Drag and drop the file or click to select it from your device.

1. **Assign Fields:**

* Match your CSV column headers to Converlens Contact fields.
* Click the dropdown to assign a field or select Skip if you do not want to import that column.

1. **Choose Import Options:**

* **Handling duplicates:**
  * Choose whether to update existing contacts, fill in missing fields, or leave them unchanged if the email already exists in the database.
* **Apply Labels (Optional):**
  * Select a label to tag imported contacts for better organisation.

1. **Confirm and Import:**

* Review the settings, check the confirmation box, and click **Import Contacts**. Contacts with invalid email addresses are skipped.

# Importing Contacts from Existing Projects

<img src="https://mintcdn.com/converlens-654e536e/mw-GNrcfnyedCtAF/docs/images/01-03-02-01__adding-importing-contacts-01.webp?fit=max&auto=format&n=mw-GNrcfnyedCtAF&q=85&s=1cbaeae6267eada37ddfab962387f764" alt="Adding & Importing Contacts screenshot: Importing Contacts from Existing Projects" width="491" height="331" data-path="docs/images/01-03-02-01__adding-importing-contacts-01.webp" />

To import contacts from previous Converlens projects, click Import, then select **Import from existing projects**.

1. **Choose import settings:**

* **Set as Subscribers:** Check this box to mark imported contacts as subscribers who can receive broadcast messages.
* **Set as Registered Members:** Check this box to mark imported contacts as registered members.
* **Contact creation date:** Choose whether to use the current date or the contact's first submission date.

1. **Select Projects to Import From:**

* **All spaces:** Import contacts from all data spaces containing an email question block.
* **Select specific spaces:** Choose specific surveys or data spaces to import contacts from. The selected spaces must contain an email question block.

1. **Complete the Import:**

* Click Import Contacts.
* All respondents matching the selected import settings who provided an email address in their response will be added as contacts.