Import a List of Contacts from a Spreadsheet

Using a CSV.file spreadsheet, you can easily import your contact list. You will need to prepare your csv in the correct format. To help with this, we have a sample CSV available for download.

In this article:

Importing Contacts from a CSV.file

Import Errors

Importing Contacts from a CSV.file 

To import your contacts, follow these steps:

1. From the User Menu Panel, navigate to Contacts > Import and click Create.
2. If needed, click Download Sample CSV and enter your contacts' data into the file once it has downloaded. Otherwise, proceed with your own CSV.file which you have prepared.
3. Drag-and-drop or click to upload your file.
4. Select any relevant options under Advanced.
5. Click Create again, then click Start.

You'll be taken to a progress screen for your import. Once completed, you will see an Import Successful notification, with a summary of actions from the import.

Import Errors

Your import summary may show one or more error messages, for example:

If this happens, please amend your spreadsheet and try again following these steps:

1. Open your CSV.file.
2. Amend the errors listed in your import summary.
3. Save your document.

4. Click Update:

   

5. Click the Trash icon next to the document:

   

6. Drag-and-drop or click to upload again.
7. Click Save Changes.
8. You will be taken back to the import screen. Click Start.