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Import a contact list

How to import a list of contacts from a *.csv file

Updated over a week ago

Contact import video tutorial

Follow these steps:

  1. Click on the "Contacts" tab on the sidebar

  2. Click on "Import" and then "Import CSV"

  3. Upload your file (drag and drop or upload from computer)

  4. Click "Next"

  5. Confirm your column mapping for the contact information

  6. Click "Next"

  7. [OPTIONAL] Select a Group or create a new Group (for this contact list)

  8. Click "Next"

  9. Preview your contact import data

  10. Click "Import"

  11. That's it!

  12. You can close the modal to view the contact import history and confirm your contacts were imported.

NOTE: The "reference_no" field must contain a unique, numeric identifier, e.g. a user_id or some other number specific to a client.

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