---
title: Import borrowers
description: Follow these steps if you would like to bulk import a data file of borrowers only.
---
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# Import borrowers
## Follow these steps if you would like to bulk import a data file of borrowers only.
Use the bulk import feature to add multiple borrowers at once by uploading a CSV file. To begin, navigate to **CRM \> Borrowers \> Borrower List** and click the **Import Borrower** icon at the top right, next to Create Borrower.
### 1. Prepare your file
1. In the Import Borrower window, click **Download Sample Template**.
2. Replace the sample "John Smith" row with your borrowers. Keep the header row as it is, and remove the John Smith row, or the import may fail.
3. Save the file as a CSV with a name of your choice.
**Rules for the file:**
- Only the fields included in the sample template are supported for import. Custom or additional fields will be ignored.
- Every row must have a first name, last name and email address. If any are missing, the upload fails.
- Phone numbers must be no more than 10 digits. Entering more than 10 digits will cause the upload to fail.
### 2. Import it
1. Go back to CRM \> Borrowers \> Borrower List and click the Import Borrower icon.
2. Click **Choose File** and pick your CSV.
3. Click the blue **Import Borrowers** button and watch the message that follows.
A green "Borrower data imported successfully" message confirms the import completed successfully. If a red error message appears, note the stated reason, correct your CSV file, and re-upload. Repeat until you see the green confirmation message.
### Export your borrower list **Note:** The export includes all borrowers currently visible in your list. Apply any active filters before exporting if you need a specific subset of borrowers.
In CRM \> Borrowers \> Borrower List, click the "Click to generate as csv" icon to download your borrowers as a CSV file.
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