Add contacts/people to existing company profiles in bulk to your Exsalerate account via the contact upload template
Access the contact upload template via the data upload centre
Download the contact upload template
See below contact upload template - add values to the fields listed below
Note: You need to enter the company Link ID (unique Exsalerate company identifier) so that each contact is correctly matched to their organization in Exsalerate
Tab 2 of the upload spreadsheet gives field descriptions for your reference
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Save your changes as an Xls. file and drag & drop it into the upload window, this will take time to process so please do not refresh your page.ย
A green confirmation message at the bottom of your page tells you the upload is complete
If you wish to upload companies to Exsalerate in bulk please refer to the company upload template
If you wish to edit your existing company/client data download the bulk data file, make the changes and upload it back into Exsalerate
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