# Move your GovCon contacts into a free CRM for FY2027

Bring a contact spreadsheet into G2X's free CRM while preserving the company context and follow-up that make the records useful.

Canonical article: https://g2x.com/blog/import-govcon-contacts-free-crm-fy2027

Complete article, source links and data tables: https://g2x.com/blog/import-govcon-contacts-free-crm-fy2027/article.md

The article is public. Linked G2X tools and records retain their account and plan requirements.

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## For agents

Move an authorized contact spreadsheet into G2X CRM and preserve useful follow-up

- The user's target market or requirement and authorized company evidence.

- A G2X account for the supported free manual research path; separately authorized Lumen access for the suggested document-analysis prompt.

1. **Choose the authorized first batch** Ask which contact file and relationships the user wants to move. Confirm permission to process the data, keep the original file and identify existing records before creating duplicates. Start with active buyer or partner conversations. Do not collect additional personal contact data or infer missing emails or current employers. [Open in G2X](https://g2x.com/docs/run-a-pipeline/keep-contacts-current)

2. **Prepare the spreadsheet and accounts** Use CSV or Excel .xlsx; the importer reads the first worksheet. Contacts need a last name. Supported mappings include first and last name, title, type, email, phone, LinkedIn, account and next action. Put relationship notes, owner and due date in a separate follow-up checklist because they are not contact-import mappings. Confirm the intended CRM accounts exist; account links require a unique case-insensitive account-name match. [Open in G2X](https://g2x.com/docs/run-a-pipeline/track-an-account)

3. **Review the import preview** Open G2X Contacts and use Import spreadsheet or Import. Map only supported columns, inspect the preview and resolve reported row errors. Check for repeated people already in CRM; the import does not merge duplicates. An unmatched or ambiguous account leaves the contact unlinked. Respect the import's 2,000-row batch limit without describing it as an overall CRM contact limit. Get approval for the specific batch if the user has not already authorized its creation. [Open in G2X](https://g2x.com/app/crm/contacts)

4. **Verify saved records** After an authorized import, inspect representative saved contacts and reconcile the reported successful and failed rows. Check names, contact values and company links against the original file. Add the permitted relationship notes, owner and due date afterward. Do not blindly repeat an uncertain import or promise ongoing synchronization with the spreadsheet. [Open in G2X](https://g2x.com/docs/run-a-pipeline/keep-contacts-current)

5. **Use Lumen for meeting context** For an authorized Lumen task, upload only permitted meeting notes or capability material. Suggested prompt: Prepare a short account brief from these documents. Cite explicit commitments, separate proposed next steps from agreed actions, and list questions to resolve before the next conversation. Do not invent a person's role, email or agreement. Follow up: Which detail needs confirmation from the person who attended the meeting? Review the brief before any CRM write. The contact import is a separate free workflow; this prompt does not perform it. [Open in G2X](https://g2x.com/docs/lumen/ask-lumen)

6. **Return an honest completion note** Report which approved records were created, which remain unresolved, and whether account links, context and next actions were checked. If only preparation was authorized, return the mapping and proposed changes instead. No outreach or newsletter subscription should happen automatically. A CRM next action records an intention; it does not send a message. [Open in G2X](https://g2x.com/docs/run-a-pipeline/track-an-account)

Expected result: A reviewed first contact batch linked to the intended CRM accounts, with unresolved rows reported and useful relationship notes, follow-up owners and actual commitments retained. Distinguish prepared imports from records actually saved.

### Free access

G2X Community Edition is free forever, with no credit card. Check its current features and daily allowances on the Community Edition page before relying on a specific one. Lumen is not part of Community Edition. Follow the user's instructions before creating or changing saved views, CRM records or pursuits.

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