With Whippy, it's easy to bulk upload your contacts; all you need is a CSV or Excel file with contacts, and follow these steps:
1. Click "Upload Contacts"
2. Name your upload
You don't have to name your upload. It might be useful to give it a name you recognize in case you would like to reuse the upload later on. If you don't name it, Whippy will automatically generate a time and date name for it.
3. Click "Click to Upload a File"
4. Click "Choose a file"
After clicking, your computer's file browser will pop up. Just select the contact file you would like to upload.
5. After choosing your file, you will see a short preview of your upload and it will ask you to confirm the header row with the column names
The header row is typically the first row for contact files. Whippy will automatically select this for you. If there isn't a header row, choose "The file has no column names"
6. Click on "Confirm selection and continue"...
7. Confirm that the columns match correctly...
...and click "Confirm matching and continue"
8. You will see a preview of the contacts you are uploading before finishing the upload. You can make edits here if you need to. Once you're happy with it, click "Finish"
To make edits, just click on the cell you would like to update.
9. Click "Yes" to complete the upload
10. You can now find your upload in contacts
