Easily upload and organize your client information by importing contact data from a CSV file. This feature allows you to quickly add multiple contacts at once, including names, phone numbers, emails, and business details—saving you time and ensuring consistency across your records.
Here are the steps to import your contact data:
For your content to import correctly, refer to our sample csv to match the format. Download the .csv or excel format.
Navigate to the Contact page.
Go to the Import button in the upper right corner.
Select "Upload a file" or "Download the template".
If uploading a file, choose the CSV from your documents.
The AI will automatically match the fields to the ones in the client profile.
Review the mapped fields to ensure your client data has been uploaded correctly.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.