--- title: How Do I Import Contacts from an Excel Spreadsheet? description: Prepare and import SETVI contacts from a properly formatted CSV, XLS, or XLSX spreadsheet. --- [Skip to content](https://train.singerequipment.com/knowledge-base/how-do-i-import-contacts-from-an-excel-spreadsheet#main-content) English Show submenu for translations [![SINGER](https://train.singerequipment.com/hubfs/images/logos/singer-logo.svg)](https://train.singerequipment.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Singer Equipment Knowledge Base](https://train.singerequipment.com/knowledge-base?hsLang=en) 2. [Setvi](https://train.singerequipment.com/knowledge-base/setvi?hsLang=en) 3. [Contacts and Groups](https://train.singerequipment.com/knowledge-base/setvi?hsLang=en#contacts-and-groups) September 16, 2026 # How Do I Import Contacts from an Excel Spreadsheet? ## Prepare and upload a CSV or Excel contact file using the required SETVI column headers and formatting. **Step 1 — Go to [https://engage.setvi.com/](https://engage.setvi.com/).** **Step 2 — Log in to your Setvi account.** **Step 3 — Click on Workspaces.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-26-47-4345-PM.png?width=476&height=500&name=image-png-Sep-16-2026-01-26-47-4345-PM.png)** **Step 4 — Click on Contacts & Groups.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-28-06-5610-PM.png?width=485&height=500&name=image-png-Sep-16-2026-01-28-06-5610-PM.png)** **Step 5 — Click on Import.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-29-18-8989-PM.png?width=610&height=468&name=image-png-Sep-16-2026-01-29-18-8989-PM.png)** **Step 6 — Click on From File.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-30-21-9356-PM.png?width=610&height=311&name=image-png-Sep-16-2026-01-30-21-9356-PM.png)** **Step 7 — Download the template Excel spreadsheet.** Click on **Click here to download**. The template provides the correct Excel column headers for the upload. Before importing the spreadsheet, make sure it: - Has only one tab. Only the first tab will be imported. - Has no duplicate or invalid email addresses. - Uses the following headers in this order: Email, First Name, Last Name, Company Name. - Is in CSV, XLS, or XLSX format. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-31-09-6690-PM.png?width=610&height=346&name=image-png-Sep-16-2026-01-31-09-6690-PM.png)** **Step 8 — Add your contacts to the spreadsheet.** Use the downloaded template with the headers in the documented order. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-32-07-1027-PM.png?width=610&height=240&name=image-png-Sep-16-2026-01-32-07-1027-PM.png)** **Step 9 — Click on Select file to import.** After adding all your contacts to the spreadsheet, select the file you want to upload. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-32-51-1943-PM.png?width=610&height=313&name=image-png-Sep-16-2026-01-32-51-1943-PM.png)** **Step 10 — Confirm that your file was uploaded.** The uploaded file name appears on the import screen. You can click on **Change** to select a different file. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-34-15-3327-PM.png?width=610&height=500&name=image-png-Sep-16-2026-01-34-15-3327-PM.png)** **Step 11 — Choose whether to create a group from the imported contacts.** To create a group from the list, turn on **Create group from import?** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-37-15-0205-PM.png?width=610&height=311&name=image-png-Sep-16-2026-01-37-15-0205-PM.png)** **Step 12 — Click on Import.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-38-14-0522-PM.png?width=603&height=442&name=image-png-Sep-16-2026-01-38-14-0522-PM.png)** **Step 13 — Click on Close.** **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-01-39-35-8441-PM.png?width=610&height=319&name=image-png-Sep-16-2026-01-39-35-8441-PM.png)** - [Hubspot](https://train.singerequipment.com/knowledge-base/hubspot?hsLang=en#main-content) - 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