Step 1: Access Bulk Upload
Start the import process from the Contacts page.
Go to Contacts.
Click Add Contact.
Select Bulk Upload at the bottom of the pop-up.
The bulk upload pop-up will open.
Step 2: Prepare Your Contact File
Before uploading, ensure your file meets the required format.
Click CSV Template to download the required spreadsheet.
Do not modify the column headers.
Enter your contacts in the designated columns:
First Name
Last Name
Email Address
Save the file as a CSV.
Step 3: Upload and Confirm
Upload your file and complete the import.
Drag and drop your CSV file into the upload area, or click to browse and select it.
Click Next.
Review the import summary for errors.
If errors appear, update your spreadsheet and re-upload the file.
Click Next to finalize the upload.
Your contacts will now be added to Perchwell.
Tips
First name, last name, and email address are required for each contact.
Duplicate email addresses are not allowed.
Do not modify the CSV template column headers.
If using Apple Pages, ensure Include header names is not selected when exporting as a CSV.