NOTE: If you are not an Admin User for your account, you will not be able to import/export contacts. Your User Settings can be changed by the Admin User (usually the person who signed up for/set up the account) in Settings –> Team Management.
Uploading your contact list is an important step to ensuring your database has all of your connections. Importing a list of contacts all at once is the most efficient, effective way to ensure your contacts are organized and contain the best data. This will help you run your business more efficiently and effectively too!
What You’ll Need:
Part 1. Prepare your .csv file by ensuring that Row 1 of the file has all of your necessary headers such as ‘first name’, ‘last name’, ‘email’, ‘phone’, ‘tag’, etc. Headers in the image above are boxed in red.
Part 2. Navigate to Contacts/Smart lists option in the menu
There are 2 ways to add contacts. In the top left corner, you can click “+” to manually create a contact. The other option is to select the last icon (an arrow pointing down) which will allow you to import contacts using your .csv file discussed in Part 1. By selecting “Import Contacts” you can upload a list of multiple contacts at once, saving time. This is the most efficient and effective method.
NOTE: If you cannot see the Import or Export icons, you will need to ensure that you have created a user in Settings –> Team Management. If you cannot find Team Management in Settings, please contact Support.
Once you click ‘Import Contacts’, Follow the 5 steps in the pop-up window to ensure your list imports correctly.
Part 3. Ensure that you reload the Contacts page before checking that the list of contacts was successfully imported.
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