---
title: "Import Omnichannel Contacts into Rocket Chat Securely"
slug: "import-omnichannel-contacts"
description: "Learn how to import omnichannel contacts into Rocket Chat. Ensure secure communications, smooth customer engagement, and resilient collaboration across teams."
tags: ["Enterprise"]
updated: 2025-12-31T06:14:25Z
published: 2025-12-31T06:14:25Z
canonical: "docs.rocket.chat/import-omnichannel-contacts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rocket.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Omnichannel Contacts

![](https://cdn.us.document360.io/6ae79a05-7252-45d0-96e8-8f375e07b1b2/Images/Documentation/Enterprise.svg)

Rocket.Chat’s **Import** feature allows you to import Omnichannel contacts using `.csv` files via three options:

- Upload a `.csv` file from your local machine. To use this option, make sure that your workspace’s [File Upload Settings](/v1/docs/file-upload) are configured.
- Enter the public URL where the file is available.
- Provide the server file path where the file resides in your Rocket.Chat server deployment.

> [!WARNING]
> To use this feature, your workspace must be on the [Enterprise](/v1/docs/our-plans) plan and have the [Trusted Contact Management](/v1/docs/trusted-contact-management) feature enabled.

## CSV file structure

The `.csv` file must contain three primary fields:

- `name`
- `emails`
- `phones`

The system tries to find a custom field in Rocket.Chat for each additional column in the `.csv` file other than the primary ones listed above. So if you have additional fields, set them up as [Custom Fields](/v1/docs/omnichannel-custom-fields) in Rocket.Chat to import them successfully. For example, if you have `social-number` as an additional field, create the corresponding custom field Rocket.Chat first. Make sure that the **Scope** of the custom field is **Visitor**. The **Field** value must be the same as the column name of the additional field, in this case, `social-number`.

The following screenshot shows an example of the custom field:

![](https://cdn.us.document360.io/6ae79a05-7252-45d0-96e8-8f375e07b1b2/Images/Documentation/image-1749103452828.png)

The following snippet shows a sample `.csv` file:

```excel
name,emails,phones,social-number
Jamie Larsen,sellersshannon@espinoza-young.info,7127434955,591-80-9596
Misty Hendricks,jhickman@hotmail.com,890-205-3908,727-76-6572
Jennifer Rodriguez DDS,kevin61@johnson-rodriguez.com,916.501.0002,454-08-9024
Melissa Gonzalez,josephalexander@robinson.com,(343)461-6364,671-11-4733
Kathleen Huff,jwiggins@sims.com,671.625.7847x29029,767-20-5160
Adam Jones,richardkeller@hotmail.com,001-528-446-3743,287-81-9282
```

Now your file is ready to be imported.

## Import CSV file

1. In your Rocket.Chat workspace, go to **Manage** ![Screenshot 2025-12-23 130522.png](https://cdn.us.document360.io/6ae79a05-7252-45d0-96e8-8f375e07b1b2/Images/Documentation/Screenshot%202025-12-23%20130522.png) > **Workspace** > **Import**.
2. On the **Import** page, click **Import New File**.
3. From the **Import Type** drop-down menu, select the **Omnichannel Contacts (*.csv)** option.
4. Select the **File Type** from the drop-down menu.
  1. If you select **Upload**, you can upload the file from your machine. Check your workspace’s [File Upload Settings](/v1/docs/file-upload) to ensure you can upload the file successfully.
  2. If you use the **Public URL** option, enter the **File URL** where the file is available.
  3. If you use the **Server File Path** option, enter the **File Path** where the file resides in your Rocket.Chat server deployment.
5. Click **Import**.
6. Once the file is parsed and loaded, you will find the list of contacts from the **Contacts** tab as shown in the following screenshot:

![](https://cdn.us.document360.io/6ae79a05-7252-45d0-96e8-8f375e07b1b2/Images/Documentation/image(215).png)

1. You can verify the contacts here and remove any you don’t want to import by deselecting the checkbox.
2. Click **Start Importing**.

Your Omnichannel contacts are now available in your workspace! If you encounter problems during the import process, you can view the logs by clicking **Reports** in the admin section.