Note: This guide is for bulk importing contacts via the import template option, if you are looking to add individual contacts please see Adding a New Contact.

Before you begin:

Before starting to upload contacts, you will need to Import the Client Information to link the contact to, please see Importing Client Information. 

To get started with the bulk contact import:

1. Click on the Configurations tab ⚙︎ and select Imports from the dropdown list.

2. Once you are on the Imports Page click on Contacts - Import Contact Information 

Note: the Required Fields are labeled with a "*". 3. Click on Download Template to download the excel template for importing your bulk contacts.

4. Open the excel file and populate the information, making sure that all of the above "required fields" are completed. Take note that the "client" information matches exactly with the clients loaded in the previous client import. 

5. Click on Upload File and add upload your completed template. 6. Your imported data will be displayed on the screen and any errors / typos will be noted in red

7. Click on the error to open a text edit box to fix it.

8. Once all errors are resolved you can click import to complete the import. 

9. You will get a message to let you know that the import has been a success.

10. Refresh the page

11. To view or edit your contacts navigate to Contacts > People

We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!