Import a List of Contacts from a Spreadsheet

Using a csv.file spreadsheet you can easily import your contact list by following the below steps. You will need to prepare your csv in the correct format, we have a sample csv available for download to enter your data in the correct format.

Importing Contacts from CSV.file 

To obtain a copy of the sample file, please follow steps 1-3 below and then click 'Download Sample CSV', complete this and then continue on from step 4.

1. Access the Contacts tab from your user menu panel.
2. Click the 'Import' button.
3. To start a new import now click 'Create'.
4. Click or drag & drop to upload your csv.file.
5. Check off the relevant checkboxes under advanced.
6. Finalise by clicking 'Create' & you'll be redirected to start your import.
7. To start the import click 'Start'.

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

Import Errors

Should you have any errors, these will appear, please amend your spreadsheet and try again.

1. Simply open up your template csv.
2. Amend the errors listed from your import.
3. Save your document.
4. Click the 'Update' button as shown below.
5. Click the Trash icon next to the document.
6. The upload box will appear again, find & add your new document.
7. Click 'Save Changes'.
8. You will now be taken back to the import screen, click 'Start'.