Importing contacts helps you save time and resources.

Click on the "Contacts" tab

Click on "Import" (to see how to format a import file scroll to the next section)

Upload your document and then match the columns to data points.

Review the imports and if you are satisfied click "Import contacts"

If you are not satisfied or wish to change something you can click the "Previous" button.

If you have titled the columns it is important to click on "Skip first row" so that the first row is not considered as data points.

Well done you have completed your first import!

You can import excel and CSV files. Here is an example import file: Contact import file sample.xlsx

Click on the image if you wish to see it in a bigger format.