Streetdata

Importing Contacts

The "Import Contacts" feature allows you to easily and efficiently add multiple contacts from an external source such as a customer database


The "Import Contacts" option appears in both Contacts > All Contacts and Contacts > Contact Groups

Click on "Import contacts" at the top right of the page:



Uploading contact data


First, you will need to prepare your contact data:



When your contact list is ready, upload it to the web portal using either the "Browse" function or "Drag & Drop" your file straight into the upload window:




Match columns

After uploading your contact data you need to map the information in your CSV to the relevant available fields



Review and import

After matching your columns you can review the options selected and the mapping before starting the import
Import details:



Click "Import" to complete the action


Reviewing Import Results


You will then be shown a result of the import in the form of a pop-up (successfully imported contacts and any invalid contacts). You can review errors by clicking "Download Contacts":