Importing Contacts

Step 1: Preparing Your File

• Use CSV format

• Include these columns:

• First Name (required)

• Last Name

• Email

• Phone

• Address fields (optional)

• Make sure data is clean and formatted correctly

Step 2: Accessing Import

• Go to the Contacts page

• Click "Import" button (if available)

• Or look for import option in the menu

Step 3: Uploading Your File

• Click "Choose File" or "Browse"

• Select your CSV file

• Click "Upload"

• Wait for file to process

Step 4: Mapping Columns

• Map your CSV columns to contact fields:

• First Name → First Name

• Last Name → Last Name

• Email → Email

• Phone → Phone

• Address → Address fields

• Verify all mappings are correct

Step 5: Reviewing Import Preview

• Review preview of contacts to be imported

• Check for errors or missing data

• Fix any issues before importing

Step 6: Completing Import

• Click "Import All" or "Import"

• Wait for import to complete

• Review import results:

• Success count

• Failed imports (if any)

• Error messages

Step 7: After Import

• Check imported contacts in the table

• Verify information is correct

• Fix any errors manually

• Add missing information if needed

Import Tips

• Test with a small file first

• Ensure all required fields are filled

• Check email and phone formats

• Remove duplicate entries before importing

• Keep a backup of your original file