1
Preparing Your Contact List
Before you upload anything, spend a few minutes cleaning up your spreadsheet. A little prep work here prevents messy data inside Jtek and saves you hours of cleanup later.
- Export your contacts from Excel, Google Sheets, or your old CRM — Open your spreadsheet and go to File > Download > CSV (for Google Sheets) or File > Save As > CSV (for Excel). If exporting from another CRM, look for an "Export Contacts" option in its Settings.
- Make sure you have the required columns — Jtek needs at minimum: First Name, Last Name, and either Phone or Email. If your spreadsheet has these under different column names (like "Given Name" or "Cell"), that's fine — you'll map them in the next step.
- Clean up phone number formatting — Jtek accepts most phone formats, but the cleanest import uses +1XXXXXXXXXX (e.g., +15125550192). Check your phone column and make sure there are no letters, parentheses, or spaces that might cause issues.
- Remove duplicate rows — In Google Sheets: select your phone or email column, then go to Data > Remove Duplicates. In Excel, use the Remove Duplicates button under the Data tab. Removing dupes now prevents them from cluttering your Jtek contact list.
- Delete any columns you don't need — Extra columns won't break an import, but they add noise to the field mapping step. Remove anything you won't use in Jtek (internal IDs, old notes columns, etc.).
Tip: If you're exporting from a CRM, look for an option to include custom fields in the export. Things like lead source, property type, or buyer/seller status can map to custom fields in Jtek and save you time tagging contacts later.
2
Uploading Your CSV File
Once your spreadsheet is clean and exported as a CSV, uploading it to Jtek takes about 30 seconds. Jtek supports both drag-and-drop and click-to-browse file selection.
- Go to Contacts in the left sidebar — Click the Contacts icon. This opens your contact list. If you haven't imported anything yet, you'll see an empty state with a prompt to add your first contact.
- Click "Import" in the top right — Look for the Import button near the top right of the Contacts page. It may appear as an icon or a dropdown — click it and select "Import from CSV."
- Drag and drop your CSV file — Drag your exported CSV file from your desktop or Downloads folder and drop it onto the upload area. The file will begin uploading immediately.
- Or click "Browse" to select a file — If you prefer, click the Browse button inside the upload area and navigate to your CSV file using your file picker. Select the file and click Open.
- Wait for the file to process — Jtek will read your CSV and move you automatically to the field mapping screen. For most files this takes under 5 seconds. Large files (10,000+ contacts) may take up to 30 seconds.
Jtek
Dashboard
Contacts
Conversations
Settings
Drop your CSV here
or click to browse files
Browse Files
Tip: Jtek accepts CSV files up to 50MB. If your file is larger, split it into batches of 5,000 contacts each and import them one at a time. Duplicate contacts will be skipped automatically on subsequent imports.
3
Mapping Your Fields
Field mapping tells Jtek which column in your spreadsheet corresponds to which contact field. Take a moment here — correct mapping is the difference between clean data and a mess you'll have to fix manually.
- Review the column mapping screen — Jtek automatically detects your CSV columns and guesses the correct field mappings. Common columns like "First Name," "Email," and "Phone" are usually mapped correctly already.
- Verify each mapping row — Go through each row and confirm the CSV column (left) is matched to the correct Jtek field (right). The most important ones to check: First Name, Last Name, Phone, and Email.
- Fix any incorrect mappings — If Jtek guessed wrong (e.g., mapped "Cell Phone" to "Work Phone"), click the dropdown on the right side of that row and select the correct Jtek field.
- Handle unrecognized columns — If your CSV has a column Jtek doesn't recognize (like "Lead Source" or "Property Type"), you can either skip it (select "Do Not Import") or map it to a Jtek custom field if you've created one.
- Click "Next" to proceed to the preview — Once all your important columns are mapped correctly, click Next to see a preview of how your contacts will be created before committing.
Jtek
Dashboard
Contacts
Conversations
Settings
CSV COLUMNJTEK FIELD
First Name
First Name
Last Name
Last Name
Cell Phone
Phone
Email Address
Email
Lead Source
Do Not Import
Next: Preview
Phone number format: Jtek works best when phone numbers are in E.164 format: +1 followed by the 10-digit number, with no spaces or dashes (e.g., +15125550192). If your sheet uses formats like (512) 555-0192 or 512-555-0192, Jtek will try to parse them automatically — but E.164 guarantees the cleanest import with no parsing errors.
4
Reviewing the Import Preview
Before Jtek creates any contacts, it shows you a preview of exactly how the data will look. This is your last chance to catch errors before they become your problem.
- Review the preview table — Jtek displays the first several rows of your import exactly as they'll appear in Jtek after the import. Check that names, phone numbers, and emails look correct and are in the right fields.
- Look for error indicators — Any rows with potential issues (e.g., an invalid phone number format, a missing required field, or a duplicate detected) will be flagged in red or orange. Click on an error row to see what's wrong.
- Check the contact count at the top — The preview header shows how many contacts will be created, how many are duplicates that will be skipped, and how many rows have errors. Confirm these numbers match what you expect from your spreadsheet.
- Add a tag to the batch before confirming — Look for a "Tag all contacts in this import" field below the preview. Enter a tag like "Import Mar 2026" and press Enter. This tags every imported contact so you can find and manage this batch later.
- Click "Confirm Import" when satisfied — Once everything looks correct, click Confirm Import. Jtek will process the import and show you a progress bar. You'll get a completion summary when it's done.
Tip: If you see a large number of error rows, don't proceed. Click Back, fix the issues in your CSV (usually phone number formatting), re-export, and re-upload. It's much easier to fix data before it's in Jtek.
Tip: The import tag is the single most useful thing you can do before confirming. It lets you filter, segment, or even bulk-delete this contact batch later if something went wrong — without touching any contacts you had before.
5
Post-Import Checklist
Once your import completes, spend two minutes verifying everything landed correctly. Catching a problem now is far easier than discovering it after you've already sent messages to your list.
- Verify the total contact count — After the import summary screen closes, go to Contacts and check the total count. Compare it to how many rows were in your CSV (minus any skipped duplicates). If the numbers don't add up, click the import summary notification to see a breakdown.
- Open and check several contacts manually — Click into 5–10 randomly selected contacts from your import. Verify that First Name, Last Name, Phone, and Email all loaded correctly and in the right fields.
- Filter by your import tag — In the Contacts search bar, filter by the tag you added during import (e.g., "Import Mar 2026"). Confirm all contacts in this batch are visible and the count matches what you expect.
- Add any additional tags for segmentation — While you have the import tag filter active, select all contacts in the batch and add any additional tags that apply — for example, "Buyer Lead," "Past Client," or "Referral." Tags make it easy to send targeted messages later.
- Move important contacts into your pipeline — If any of your imported contacts are active leads, open their contact record and add them to the appropriate stage in your pipeline. Don't leave hot leads sitting in a flat list — they should have a pipeline card so you can track where they are.
Tip: After importing, consider sending a personal re-introduction SMS to your hottest leads from Jtek. Something simple like "Hi [name], this is [your name] — just moved to a new system and wanted to re-connect. Are you still looking?" often re-activates leads you thought were cold.