Step 4: Add Contacts

  • Click Contacts on your top bar - You may need to select "All" to find Contacts.
  • Click
  • Fill in the appropriate fields.
    • The other option is to fill out our Contacts Template and import the file.
    • To import Contacts, you must first select the Contacts module.
    • Next, click Actions > Import
    • Step 1: Choose File
      • Step 2: Specify format - the biggest focus here is to select whether or not your spreadsheet has headers or not (if you used our template, it does).
      • Step 3: If you have existing Contacts in the system you can opt to manage duplicates.
      • Click Next
      • Step 4: Map the Columns to Module Fields. Here, you can choose which fields will populate when you import the file.
        • Click Import
        • The next screen will show the results of your import, then click Finish.


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