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How To Import Contacts From a Spreadsheet
How To Import Contacts From a Spreadsheet
Rain avatar
Written by Rain
Updated over a week ago

Importing Contacts

Step 1:

From the hammer icon, go to the Templates menu and select New Import.

Step 2:

From the Import Type dropdown, choose Contacts.

Step 3:

Click Locate 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.

Delete Import Contacts

  1. From the hammer icon, go to Templates and click All Imports.

  2. Look for the import spreadsheet that you want to remove and click the DELETE link button.

  3. Type the word “DELETE” inside the box provided and hit the DELETE button.

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Important:

  • Please note, 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.

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