Navigating to Bulk Upload
Easily add multiple contacts to Perchwell by following these steps:
Go to Contacts in your dashboard.
Click the Add Contact icon.
Select Bulk Upload at the bottom of the pop-up window.
Preparing Your Contact List for Import
Before starting, make sure you've exported your contact list from your current platform. Then, follow these steps:
Click CSV Template to download the required spreadsheet. Do not modify the column headers in the file.
Enter your contacts in the designated columns (First Name, Last Name, Email Address).
Save the file and export it as a CSV.
Drag and drop your CSV file into the upload area or click to browse and select it.
Click Next to proceed.
Review the import for any errors. If any issues appear, update your spreadsheet and re-upload it.
Click Next to finalize the upload—your contacts will now be added to Perchwell!
Helpful Tips
If you're using Apple Pages, ensure that the “Include header names” option is not selected when exporting your file as a CSV.
First name, last name, and email address are required fields for each contact to be successfully imported.