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

# Importing Contacts from CSV

> Introduction:If you're looking to do end-user verification on your helpdesk, but you happen to be using a PSA that MSP Process doesn't support, no worries!…

### Introduction:

If you're looking to do end-user verification on your helpdesk, but you happen to be using a PSA that MSP Process doesn't support, no worries! We allow for contacts to be imported from a CSV file into our database; once imported, you can then use the **End-User Verification, Technician Verification** and **Secure Data Send** features.

MSP Process supports importing files from the following sources:

* Microsoft Entra ([https://entra.microsoft.com](https://entra.microsoft.com)), under the **Users -> All Users** page
* Microsoft 365 ([https://admin.microsoft.com](https://admin.microsoft.com)), under the **Users -> Active Users** page
* Google Workspace

###

### Importing Contacts into MSP Process

1. Download the CSV file from Microsoft or Google
2. Login to MSP Process ([https://app.mspprocess.com](https://app.mspprocess.com))
3. Navigate to the **Settings -> Integrations -> PSA Integrations** page
4. Click the **Add New Integration** button

*

1. Click the **CSV** button

*

* Specify a **Name**

1. On the PSA Integrations page, click into your CSV integration
2. Click the **Import Data** button

*

1. Upload your CSV file

*

1. **Congrats!** You've now uploaded contacts into MSP Process

###

### Options During the Import Process

* The *Remove other records* option will erase any previously-uploaded contacts
* The *Skip existing records* option will ignore any existing contacts, and will not update their information

###

### Interacting with Imported Contacts

Now that you've imported your contacts into MSP Process, you can interact with them from the **Contacts** page - it can be found at the very top of the left-hand menu in MSP Process:

On the **Contacts** page, find the end-user you're looking for, and then in the **Actions** column click the Pod icon:

Within the Pod, you'll then be able to perform end-user verification, securely send data using the Secure Data Send feature, and respond to Technician Verification requests:


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