CSV import

If you already have a customer archive in a spreadsheet or business system, you can import it into yourang.ai by uploading a CSV file. The system automatically recognises the main fields and links each row to a contact in the directory.

File format

The file must be in CSV format (comma-separated values) with UTF-8 encoding. Excel sheets can be exported in this format directly from the "Save as" menu.

• Format: CSV (not XLS, XLSX, or ODS)
• Encoding: UTF-8 (required for accents and special characters)
• Maximum size: 10 MB per file
• Maximum rows: 10,000 per import
• The first row must contain the column headers

Recognised headers

The following headers are mapped automatically to the directory fields. Names are case-insensitive (capitalisation doesn't matter) and can be in Italian or English.

• nome / first_name, Contact's first name
• cognome / last_name, Contact's last name
• telefono / phone, Phone number (with international prefix)
• email, Email address
• lingua / language, Language code (e.g. it, en, fr, es, de)
• note / notes, Internal notes about the contact

How to import a file

1. 1

   Go to Contacts

   From the sidebar select "Contacts" and then click the "Import" button.

2. 2

   Upload the CSV file

   Drag the file into the indicated area or click "Select file" to search for it on your computer.

3. 3

   Verify the mapping

   yourang.ai shows a preview of the first rows and the automatic field mapping. Fix any incorrect matches before continuing.

4. 4

   Choose how to handle duplicates

   Select whether contacts already in the directory should be updated with the new data or ignored.

5. 5

   Start the import

   Confirm and wait for completion. You'll get a summary with the number of contacts imported, updated, and skipped.

Handling duplicates

yourang.ai identifies duplicates by comparing phone numbers. If a contact with the same number already exists in the directory, you can choose between two behaviours:

• Update. The data from the file overwrites what's in the directory. Useful when the CSV contains more up-to-date information.
• Skip. The existing contact is left unchanged. Useful for adding only new customers without touching existing ones.