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  1. PLATFORM
  2. CRM

Importing Contacts

PreviousSettingsNextExporting Contacts

Last updated 2 years ago

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To populate your contacts area within your account with all your current or previous contact information, you can import your contacts by selecting the "Import" option from the drop-down menu, which can be found under the "More" tab.

After clicking on the import section, a new window will appear. To import your contacts, select "Import now" and then upload your CSV file containing client information. That's all you need to do, and your Contacts area will automatically populate with all of your contacts.