> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.trustmary.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Introduction to Contacts

# Overview

Open the Contacts menu by clicking on it on the navigation bar on the left. This is where you can manage all your contacts, lists, and the lists your contacts are on.

On the left you can see your lists\*\*: All contacts\*\* (a general list containing every imported contact), automatically created **survey lists**, and **user-created lists**. Above these you have the **Import contacts button**, which lets you import contacts onto the lists. 

The majority of the view is taken up by the contact list itself. In addition to the contact data, you can see contact statuses, whether they've given a review, and the date they were added, among many other things. To customize the view, click on the **Display button** at the top right to display things that are the most useful to you. To use this data to filter out certain contacts, add a filter by clicking the **Add filter button** at the top.  

![The Contacts menu](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/contactsallcontacts_fawng0.png =800x350)

# How to import contacts to Trustmary

To import your contacts to Trustmary or a specific list, click on the **Import contacts button**. 

![The Import contacts can be found at the top left](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/contactsimportbutton_1228zdb.png)

After this, you'll be prompted to select a contact list, or just import contacts without selecting a particular list. 

|| Note that importing to a survey list will most likely trigger the sending of the survey in question (with the conditions specified in the survey settings).

![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/nayttokuva-2026-01-08-kello-14_1lmchr.png =600x174)

Once a list is selected, you can paste in your contacts, upload a file from which to import, or copy contacts from an existing list. Map the correct data from your import to the matching contact fields (e.g. name, phone number, external IDs) in Trustmary on the right.

![The import modal is where you can add the contacts to be imported](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/contactsimport_whd0cg.png =800x669)


# How to manage contact lists

You can manage your contact lists from the Contacts menu. Click on each list to see its contents, and click the three dots next to the list name to use the context menu through which you can **rename**, **copy**, or **delete** the list.

![List context menu](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/nayttokuva-2026-01-20-kello-13_1hcgp3j.png)
To add new lists, click the **plus icon** next to the **User-created lists** heading.

![Clicking the plus icon lets you create new lists](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/nayttokuva-2026-01-20-kello-13_1m33rsb.png)