You can bulk import your companies and contacts into Parspec's Contact Management using a simple spreadsheet template — saving time compared to adding them one by one.
| 1.Download and Fill Out the Import Template |
1. Navigate to Contact Management and click Import.
2. Click Download Contact File Template to get the spreadsheet.
3. Fill in your contact information across the columns:
- Column A — First Name *(required)
- Column B — Last Name *(required)
- Column C — Job Title
- Column D — Email
- Column G — Company *(required)
4. Save the file once complete.
Note: First Name, Last Name, and Company are required fields. Rows missing any of these will not import successfully.
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Tip: Already using a CRM? Export your contacts from there and copy-paste the relevant columns directly into the Parspec template.
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| 2.Upload Your Contact File |
1. Return to Contact Management and click Bulk Import.
2. Upload your completed spreadsheet.
3. Parspec will automatically populate your companies and contacts from the file.
4. Review the imported records to confirm everything looks correct.
Need help? Visit the Parspec Training Academy or use the in-app support chat.