Easily upload and organize your client information by importing contact data from a CSV file. This feature lets you quickly add multiple contacts at once, including names, phone numbers, and email addresses, saving you time and ensuring consistency across your records.
Here are the steps to import your contact data:
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 profile.
Review the mapped fields to ensure your client data has been uploaded correctly.
Select Finalize import.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.