How to import contacts?

  • Before you begin to import contacts, make sure that your sheet has all the necessary fields and tags included in the document.
  • When the sheet is all ready, click on the “Import Contact” button at the top right side of the contacts menu.
    import contact button
  • There will be a pop-up appearing on the right half of the screen with the steps for importing.
  • It is important to note that you can only import files that are in .csv format.
  • You can simply drag & drop or upload a .csv file. After that, you need to select the checkboxes below and click next.
  • The next step will be mapping the .csv file document.
  • Once that document is mapped, it will be imported to the storage cloud immediately