Importing Contacts
Step 1:
From the hammer icon (left side panel), go to the Templates menu and select Imports.
Step 2:
Choose your Import Type by clicking on the drop-down menu and choose Contacts under Templates.
Step 3:
Click Upload Your Spreadsheet to grab your spreadsheet from your computer and click the Upload Spreadsheet button.
Step 4:
Simply choose a "field type" for each column. Once finished, click Finalize Import.
IMPORTANT:
The file you are uploading should be a CSV file. If it is not a CSV file, the system will not accept it.
Delete Import Contacts
From the hammer icon(left-side panel), go to Templates and click Imports.
Click on All Imports on the upper right part of the page. Look for the import spreadsheet that you want to remove and click the DELETE link button.
Type the word “DELETE” inside the box provided and hit the DELETE button.
IMPORTANT:
Please note that you can only map your data to these fields.
Once the spreadsheet is deleted, all content in the import WILL BE REMOVED and cannot be retrieved.
PRO TIP:
Only give manager-level organizational users authority to delete imports in your permission settings.