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Import Contacts from a File

In the Administrator module, you can efficiently import a list of contacts from a CSV file. This feature is ideal for bulk uploads of contacts, saving you time and ensuring accuracy in your contact records.

To Import Contacts from a File​

  1. Go to Administration > Contacts.
  2. Click Import New Contact.
  3. Upload Contact List:
    • Browse: Click this button to select the CSV file containing your contacts.
      File Type
      Only .csv files are accepted.
    • Download Template: If you need a standard format for the CSV, click this option to download a template file.
  4. After selecting your CSV file, click Import Contacts to proceed with the import., or Close to discard the changes.
Important Considerations
  • Ensure that the CSV file follows the required format to avoid errors during the import process.
  • Review the contact details post-import to confirm accuracy.

See Also​

To complement your knowledge of this process, check the following pages: