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CSV import is the fastest way to bring people into Path. Upload a file, pick a channel or event, confirm the field mapping, and start the import. Most files finish in well under a minute. Prefer to sync automatically? See Connect Eventbrite or Connect Luma.
Before you start
  • A TalkValue workspace with an active Pro trial. See Plans and trial.
  • A CSV file with headers in the first row, encoded as UTF-8
  • 10 megabytes or less of file size
  • A column with email addresses. Every imported person must have one.

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Run the import

1

Open Path and click Import Data

Sign in at app.trytalkvalue.com, open Path from the left rail, and click Import Data. The Upload step of the import wizard opens.
2

Drop your CSV onto the upload area

Drag a .csv file onto the dropzone, or click Select file to browse. If you don’t have one, click Download sample template to grab a template with the headers Path auto-detects. The file is analyzed in place, showing the row count, column count, and a preview of the first detected columns. Click Continue.
3

Pick a target (channel or event)

On the Configure step, choose where the contacts go:
  • Channel. A reusable source like Newsletter or LinkedIn that persists across events.
  • Event. A single dated gathering. Pick this when the file is an attendee list for one event.
Pick from the list, or use the Create channel / Create event option to make a new one inline.
4

Confirm the column mapping

The Map Fields table shows every column in your CSV with its sample values and an auto-detected TalkValue field. Suggested fields appear at the top of the dropdown. Drag or pick a different field for any column you want to override, or set it to -- Do not import -- to skip.Email is required. The Continue button is disabled until at least one column is mapped to Email. Full reference: Column mapping.
5

Review and start the import

On the Review step, confirm the row count, target, and field mapping. Click Start Import. Progress streams live. When it finishes, open People in the Path side panel to see the new contacts.

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CSV format

  • Encoding. UTF-8.
  • Headers. First row must contain column names. Path matches on the header text.
  • File size. Up to 10 megabytes per upload. For larger files, split into multiple imports.
  • Required mapping. At least one column must map to Email. Other fields are optional.
  • Supported target fields. Email, First Name, Last Name, Full Name, Phone, Job Title, Company Name, Address, LinkedIn URL, X URL, Joined At.

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Troubleshooting

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The upload is rejected with a file-size error

The file is larger than 10 megabytes. Split it into smaller CSVs and import each one in turn. Path deduplicates by email, so the same person across two files updates the existing record rather than creating a copy.

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Email is not auto-detected

Path didn’t recognize your header for the email column. Open the Map Fields table, find the column that contains email addresses, and pick Email (Required) from the dropdown. The Continue button enables once Email is mapped. Full reference: Column mapping.

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A row failed during import

Path reports rows with invalid emails, invalid phone numbers, or unparseable dates and continues importing the rest. After the import finishes, the result screen lists the failed rows with their error reason so you can fix them in the source file and re-import.