📥 Edda Contacts Import

This guide walks you through how to import contacts to the Contacts Center in Edda, including how to prepare your data, handle validation, and even update data in bulk.

Configuration

User Role

Import Access

Note

 Administrator

âś… Yes

Full Access

 Moderator

âś… Yes

Full Access

 Investor

âś… Yes (with conditions)

  • âś… Requires access to the Contacts module

  • ⚠️ If multiple companies with the same name exist across pipelines, user needs access to those pipelines to properly link contacts to companies during import

 

Pre-requisites and must know before importing data

  • You can prepare your custom fields in advance, but you can also create them directly during the import process when mapping fields.

  • Make sure your data matches Edda’s expected formats. See the Field Type & Validation Rules section below for guidance.

  • ⚠️ Imports can’t be undone. While we have a default “Entry Date” field that helps you track a contact is added, we still recommend tagging each batch using a list or tag field (e.g. “Batch 1, July 25”). This makes it easy to filter and delete if needed.

  • For bulk updates: you can export existing data, make changes in Excel, then reimport with the overwrite existing values option.

Filed Type and Validation rules whilst completing the template

To ensure accuracy, the system applies validation rules based on the type of data you’re importing. Here’s a breakdown of the rules:

 Field Type

 Example Fields

 Validation Rules

 Short Text Field

 Taxi ID

 Accepts any text (max 500 characters).

 Long Text Field

 Description

 Accepts longer text entries.

 Date Field

 Deal Date

 Format DD/MM/YYYY. The system also allows choosing other format like MM/DD/YYYY or YYYY/MM/DD.

 Link Field

 Linkedin

 Start with https://

 List Field

 Activity, Country

 Must contain one item per cell, matching  Edda’s lists.

 Tag Field

 Investors, Keywords 

 Allows multiple values, separated by commas.

 Amount Field

 Amount

 Accepts formats like 2M or 2,000,000.

Importing your data

* We highly recommend trying the process with a small sample of data before importing hundreds/thousands of deals.
  1. Sign in to Edda and go to settings.

    Screenshot 2025-01-07 at 10.40.38
  2. Select Data Import and choose Contacts.
  3. You can download the custom-provided template specific to that pipeline, which will export all the fields as columns along with a sample of the contacts.


    Screenshot 2025-01-06 at 11.40.20

    * Tip: You can upload your own template and choose which fields the data should be imported into. If you want to modify specific data or upload particular fields, you can select them from the Contacts table view and export only the selected fields.

    Screenshot 2025-01-07 at 10.45.48

  4. Fill in the template with your data then upload it.

    Screenshot 2025-01-07 at 11.07.49

  5. Choose how duplicated data is handled 

    Screenshot 2025-01-07 at 11.10.44

  6. Edda automatically matches the fields with the corresponding columns in your file. However, the auto-match may be incorrect if the naming in the file varies or due to other factors. Please review and select the correct fields from the dropdown list to ensure all fields match the appropriate columns. You can also choose “Ignore” to skip importing data for specific fields and fix it to rectify formatting or other issues.

    Screenshot 2025-01-17 at 17.00.40


  • Select the correct field to import the information to (each field in the validation dropdown is a field on Edda)
  • Discover any validation matching errors (the system detects them automatically) 
  • Select the correct field to import the information to (each field in the validation dropdown is a field on Edda)
  • Correct any errors that are displayed by clicking on the Fix button

Screenshot 2025-01-17 at 17.00.40

  • If one of the file fields is not present on Edda, you can click on Select field>Create Custom field

    Screenshot 2025-07-11 at 13.35.56
  • Validate and complete the import


Once every field has passed validation, you can validate and move on to the final check verification.

Screenshot 2025-01-17 at 17.23.18

✏️ Add Or Replace Contact Data Using Import

A great use of the import feature is to update multiple contacts at once using Excel. For example, let’s say you’ve added a new custom field like “Areas of Interest” and want to apply values to several contacts at once.

  1. Go to the Contacts Center and use the table settings to export your contacts as an Excel file.

  2. Make sure the export includes First name and Email — these are essential for matching contacts correctly during re-import.

  3. Add or update the values in Excel (e.g. fill in the new field for each contact).

  4. Return to Settings>Data Import>Contacts, import module, and upload your updated file.

  5. In the “Existing Data” section, choose Overwrite existing values.

  6. Proceed with field mapping and complete the import.

Screenshot 2025-07-11 at 13.13.52

If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.