What you'll need
A spreadsheet of the people you want to bring in. The quickest way is to start from the KIT template, which has a column for everything KIT keeps on a contact.
1Make your own copy of the template
The template is a Google Sheet. This link opens a "Make a copy" screen, so you get your own version to fill in.
Add one person per row, and keep the headings in the first row as they are. The columns are:
- Name: First name, Last name
- Birthday
- Contact: Email address 1, Email address 2, Phone number 1, Phone number 2
- Address: Address line 1, Address line 2, Town or city, State or region, Postal code, Country
- Social: LinkedIn handle, X handle, Instagram handle
- Work: Company, Job title, Job description
- Categories
Just want a look first? View the template without copying it.
2Download it as a CSV
In your copy of the template, choose File, Download, then Comma-separated values (.csv).
Contacts on your iPhone, Mac or Android phone? Use the free contacts converter: it turns your phone's contacts export into a CSV that matches the template.
Already keep your contacts somewhere else? You can export them instead:
- Excel: File, Save a Copy (or Save As), then choose CSV UTF-8 (Comma delimited).
- Apple Numbers: File, Export To, then CSV.
- Google Contacts: select the contacts you want, choose Export, then Google CSV.
- Outlook: File, Open & Export, Import/Export, Export to a file, then Comma Separated Values.
Tip: keep one person per row and delete any blank rows or duplicates before you import. It saves tidying up records later.
3Upload the file to KIT
In KIT, go to Contacts, then Import contacts.
- Drop your file onto the box, or choose a file from your computer.
- KIT accepts CSV, tab, semicolon and pipe separated exports, up to 5 MiB.
- Press Continue.
4Check before anything changes
Uploading a file never changes your contacts. KIT works out what your file means first, before anything changes.
You can see your past imports any time from View import history on the import page.
Once everyone's in, give each person a next follow-up so they show up on your dashboard when it's time to get in touch.