Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

How do I import multiple contact records using the CSV file?

< All Topics

To import, go to the Directory and on the right side of the list view, you will have multiple Import Option drop downs. Based on which Directory contact, (Customer, Lead etc) you select the respective drop down and then import the items into the Directory. Be sure to download the import template before and add your contacts details under the correct headings and use the same template to upload the contacts.

IMPORTANT: Always import ONLY customers to the customer import drop down and choose the selective record to upload the directory type. Forgoing this step would cause a lot of manual work to remove the data.

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.