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How to import contacts from Excel?

Helpdesk Updated by Helpdesk

  • Click the "Import from Excel" button to import contacts.
  • The next step is to browse the excel sheet and upload the file. The button for Map Columns becomes active after the file has been uploaded.

  • The Excel sheet's columns need to be mapped in this step.
    • Please note that "Name" and "Phone" are both mandatory to map here.

  • The other column's mapping is optional but you can map them using the dropdown's search feature, to map the colums.

  • The Confirm Import button will become active once the Name and Phone fields have been mapped.

Click here to download the sample format for contact upload.

  

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How can I edit a contact?

How to add attributes to a contact?

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