1. Click on 'Contacts'
2. Click on 'Import'
3. Click on 'Download Template'
Your contacts CSV file column titles must match the template downloaded and should not include additional columns. Make sure to always have First/Last name, phone number, email address, and lead source filled so our system recognizes the contact and accepts it.
Import Limit: You can run as many imports as you need, but each import can include a maximum of 1,000 contacts. For best results, we recommend keeping each file under 800 contacts. If your CSV has more than 1,000 records, split it into multiple files and import them one at a time.
4. The Required Template Would Be Downloaded
You will need to start working from here, adding all contacts you want to import
5. Once You Finished Adding Your Conctacts to the Downloaded Template, Click on 'Select CSV'
Recommended: Run a Test Import First. Before importing your full list, import a small test file with 5 to 10 contacts. This lets you confirm the information is landing in the right fields in DripJobs and catch any issues before a bulk import. If something isn't right, it's much easier to delete 5 or 10 contacts than 500 or 1,000.
6. Select Your CSV File
7. Click on 'Next'
8. Expect This Confirmation Message
9. Click on 'Import'
