Importing Contacts

The "Import Contacts" feature allows you to easily and efficiently upload 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:

Matching data columns

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

Matching Custom Fields

If your contact database includes additional information (e.g. in the example shown we have fields such as "Division", "Role" and "Office"), then these can be mapped to the "Custom" fields in the contact profile:

Once you have aligned your data correctly, click "Import in the bottom right of the screen to complete the action

Reviewing Import Results

You will then be shown a result of the import in the middle of the screen, along with links for review of successful and failed imports: