How to Bulk Upload Contacts from a CSV File

Overview

When you already have a mailing list somewhere else — a Mailchimp export, another CRM, or a spreadsheet of collectors — Bulk upload imports it from a CSV file into Contact Management in one step instead of making you retype each address.

• Who it’s for — sellers with an artist or gallery account who want existing collectors, followers, or newsletter subscribers available for campaigns, groups, and purchase lookups.
• What it does — writes directly to your Contacts list: new addresses become contacts, and rows whose email already exists update the matching contact instead of creating a duplicate.
• What it reports — a result dialog with Updated, Skipped, and Errors counts, so you can fix problem rows and upload again.
• What you end up with — your imported contacts in the Contacts list with their names, emails, phone numbers, and notes, ready to search, filter, and email.

Before you start

• A Cohart artist or gallery account with access to Contact Management.
• A .csv file whose values are separated by Comma (,) or Semicolon (;), with columns such as First Name, Last Name, Email, Phone Number, and Note. If you are unsure of the layout, open Bulk upload and click download CSV template for a ready-made file to fill in.
• A valid email address on every row. Rows with a missing or malformed email are listed under Errors (the dialog shows the first five) and are not imported; Skipped counts rows dropped because the same email appears twice in your file.
• A copy of your original file. Re-uploading updates matching contacts instead of duplicating them, but it also resets their Date Added and revives contacts you previously deleted. Keep a copy so you can fix problem rows and upload again.
• A file under 200,000 rows, with the first row treated as the header, so it is not imported.
• To create a single contact instead of importing a file, see How to Add a Contact.

Steps

1. Sign in to Cohart

Sign in with your email address and password, or use Google or Apple.

2. Open Contact Management

In the left sidebar, click Contact Management.

3. Click Bulk upload

On the Contacts page, click Bulk upload (next to Add contact and Export).

4. Check the CSV format

The Bulk Upload Contacts dialog opens. The CSV delimiter setting tells Cohart which character separates the values in your file. It is set to Comma (,) by default; if your file uses semicolons, open the dropdown and pick Semicolon (;).

5. Upload your CSV file

Drag and drop your CSV file into the drop zone, or click Upload CSV and pick the file from your device. The upload starts as soon as the file is selected — there is no separate confirm button.

When it finishes, the dialog shows the result:

• Updated: 2 — two contacts were created or updated.
• Skipped — counts rows dropped because the same email appeared twice in the file; it never means bad or invalid data.
• Errors — rows with a missing or malformed email.

6. Check your contacts

Close the dialog (click X in the top-right corner of the dialog or press Escape). Your imported contacts now appear in the Contacts list. Use the search box (“Search by name, email, phone number, or note”) to find one quickly.

Tips

• Existing emails get updated, not duplicated. If a contact with the same email already exists, Cohart updates it instead of creating a duplicate — and resets its Date Added and revives it if you had deleted it.
• Supported separators only. The upload only accepts .csv files whose values are separated by Comma (,) or Semicolon (;). If your file uses another separator (for example a tab), re-save it in one of the supported formats first.
• Phone numbers are reformatted on import — for example, (585) 443-6837 is stored as +15854436837.
• Watch for the confirmation. After an import you may see a “Contact updated!” confirmation at the bottom of the screen.
• Other options on the same page. Use Add contact to create a single contact, Export to download your contacts, View unsubscribes to see who opted out of emails, and Filter to narrow the list.

Troubleshooting

• Summary shows Errors or Skipped → Errors lists rows with a missing or malformed email (first five shown), while Skipped counts duplicate emails inside the file → fix those rows in your CSV and upload again.
• Imported columns look merged or split → the CSV delimiter setting doesn’t match your file → reopen Bulk upload, pick the other option, and upload again.