In this article:
You will learn how to bulk upload contacts from a CSV file, use the CSV Template, fix import errors, and confirm your upload.
Bulk Upload use cases
Your contacts from Paragon will already be in the platform, but use Bulk Upload when you need to import multiple contacts at once in the future.
Move contacts from your selected CRM into Perchwell
Add a large client list from any outside resource during onboarding
Bulk Upload access (Contacts)
Steps:
Open Contacts
Click Add Contact
Select Bulk Upload
CSV preparation
Use the template to make sure your file matches the required format.
Steps:
In the Bulk Upload window, click CSV Template
Enter your contacts in the spreadsheet
First Name
Last Name
Email Address
Save the file as a CSV
Requirements and limits
Include First Name, Last Name, and Email Address for each contact.
Use a unique email address for each contact. Duplicate emails are not allowed.
Keep the template column headers exactly as-is. Do not rename or reorder them.
Upload and confirmation
Steps:
Drag and drop your CSV into the upload area, or click the upload area to browse for your file
Click Next
Review the import summary
If you see errors, update your spreadsheet, then upload the CSV again
Click Next to finalize
After the upload finishes, Perchwell adds the contacts to Contacts
Tips
When exporting a CSV from Apple Pages, deselect Include header names.
If the upload fails, start by re-downloading the CSV Template and pasting your data into the correct columns.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.