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Use a CSV import when you need to add or update many companies or people. Use saved views when the same list and filters matter more than once.

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Import from CSV

1

Choose the record type

Open Contacts and start an import for companies or people. Keep the two record types in separate files.
2

Upload the file

Use a header row and one record per row. Remove columns and rows that you do not want to import.
3

Map the columns

Match each CSV column to a Floral field. Leave a column unmapped to skip it. Work fields are available only when Work is active and the field exists in the workspace.
4

Review before importing

Check validation messages and the proposed mapping. Correct the file or mapping before you confirm.
Keep identifiers such as CVR and email consistent. They make later review and duplicate handling easier.

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Saved views

Apply filters, sorting, and visible columns on the Contacts page, then save the view. A saved view stores the list setup, not a separate copy of the records. Opening it later uses current data. Update a saved view when the team changes its working definition. Use a clear name such as “Customers without an owner” instead of a personal shorthand.