Contact Import

The Import page (/people/import) lets you bring contacts into Winnerr in bulk from CSV files, MLS exports, or other data sources.

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Import methods

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CSV upload

1. Click Import on the People page or go to /people/import
2. Upload a CSV or Excel file
3. Winnerr auto-detects columns and maps them to contact fields
4. Review the mapping — adjust any columns that weren’t auto-matched
5. Click Preview to see the first 10 rows as they’ll appear in your CRM
6. Click Import to create the contacts

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Column mapping

Winnerr recognizes common column names automatically: Unrecognized columns can be manually mapped or skipped.

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Duplicate detection

Before importing, Winnerr checks for duplicates by phone number and email. For each match, you can:

• Skip — Don’t import the duplicate
• Update — Merge new data into the existing record
• Create anyway — Import as a separate contact

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MLS import

Import contacts from your MLS system directly:

1. Ensure your MLS integration is connected in Settings → Integrations
2. Go to People → Import → MLS
3. Search by MLS number, agent name, or date range
4. Select the contacts to import
5. Confirm and import

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Chrome Extension import

The Winnerr Chrome Extension can capture contact information from Zillow, Realtor.com, and MLS websites. Click the extension icon while viewing a listing or agent profile to add them to your CRM instantly.

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Post-import

After import completes, you’ll see a summary:

• Created — New contacts added
• Updated — Existing contacts merged
• Skipped — Duplicates or invalid rows
• Errors — Rows that couldn’t be processed (with reasons)

Imported contacts appear immediately in your People list and can be assigned to pipelines, tagged, and added to campaigns.