Bulk Uploading Contacts

You can use these instructions if you'd like to add multiple people as Contacts. 

Only one CSV can be uploaded at a time, but multiple uploads can process at the same time. Once your upload is complete, we will send you an email notification that links back to the Contacts page.

  1. Click the Settings icon on the left navigation bar. 

  2. Choose the company where you'd like to bulk upload contacts.

  3. Choose Contacts from the Lead Management header on the left.

  4. In the upper-right corner of the page, click the Import button.

  5. We recommend that you download our CSV template and fill in your Contacts data.

  6. You can drag and drop your file, or click Add file in the window to upload your CSV. When finished, click Import to upload your Contact.Screen_Shot_2021-03-24_at_10.48.16_AM.png

Note: There is a 1000 character limit for bulk uploaded notes.

 

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