Quill CRM allows you to import contacts from a variety of sources — whether you have a CSV spreadsheet, an existing email marketing platform, or simply want to pull in your WordPress users or WooCommerce customers. This guide provides an overview of all available import methods and links to detailed guides for each.
How to Access the Import Tool
- Navigate to Quill CRM → Contacts in your WordPress admin.
- Click the “Import” button in the top toolbar.
- The Import modal opens with a list of available sources on the left side.
Available Import Sources
Quill CRM supports 10 import sources organized into three categories:
File-Based Import
- CSV Import — Upload a CSV file with contact data. The most flexible option for importing from any source. Supports full field mapping, list/tag mapping, and custom fields.
WordPress / WooCommerce
- WordPress Users — Import your existing WordPress registered users as contacts.
- WooCommerce Customers — Import customers from your WooCommerce store (requires WooCommerce to be active).
WordPress Plugins (Same Site)
- FluentCRM — Import subscribers from FluentCRM including lists, tags, custom fields, and status (requires FluentCRM to be active).
- FunnelKit — Import subscribers from FunnelKit Automations / WP Marketing Automations (requires FunnelKit to be active).
External Platforms (API-Based)
- ActiveCampaign — Migrate contacts from ActiveCampaign using your API URL and API Key.
- MailerLite — Import subscribers from MailerLite groups using your API Key.
- HubSpot — Import contacts from HubSpot using a Private App Access Token.
- Pipedrive — Import persons from Pipedrive CRM using your API Domain and Token.
- GoHighLevel — Import contacts from GoHighLevel using OAuth 2.0 authentication.
Common Import Options
Regardless of which source you choose, every import includes these shared options:
| Option | Description |
|---|---|
| Assign to Lists | Select one or more Quill CRM lists to assign all imported contacts to. |
| Assign Tags | Apply one or more tags to all imported contacts. |
| Contact Status | Set the default email status: Subscribed, Unsubscribed, or Unverified. |
| Update Existing | When enabled, contacts with the same email are updated. When disabled, duplicates are skipped. |
| Send Double Opt-in | When enabled and status is “Unverified”, new contacts receive a confirmation email. |
How Duplicates Are Handled
All import sources use email address as the unique identifier. If a contact with the same email already exists in Quill CRM:
- With “Update Existing” enabled → the existing contact is updated with the imported data.
- With “Update Existing” disabled → the contact is skipped and counted as “skipped” in the summary.
Import Progress
During the import, you will see a real-time progress bar showing:
- Created: New contacts added to Quill CRM.
- Updated: Existing contacts that were modified.
- Skipped: Duplicate contacts that were not updated.
- Failed: Contacts that could not be imported (e.g., invalid or missing email).
Contacts are processed in batches for optimal performance. The import automatically pauses between batches to prevent server overload.