If you have an existing contact list, you can import it directly into ClearPolicy rather than adding contacts one at a time. The import process supports both CSV and Excel files and lets you preview the results before committing the import.
Go to the People section
Open the People section from the main navigation.
Click Import
Click the Import button to open the import panel.
Prepare your file
Make sure your file includes the following columns:| Column | Required | Notes |
|---|
name | Yes | Full name of the contact. |
email | Yes | Email address used for sending requests. |
phone | No | Must be in international format (e.g., +12345678901). |
Upload the file
Select your CSV or Excel file and upload it. ClearPolicy will parse and preview the contacts before importing.
Review and confirm
Review the preview to confirm the contacts look correct. Once you are satisfied, confirm the import to add the contacts to your People list.
Duplicate emails are handled gracefully. If a contact with the same email address already exists in ClearPolicy, the import matches to the existing contact rather than creating a duplicate.
After importing, use Groups to organize your new contacts. Assigning imported contacts to a group makes it easy to send documents to them all at once.
