Table of Contents

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.

Please make sure the excel format you are using for import is like the one shown below:

  

How did we do?

How can I edit a contact?

How to add attributes to a contact?

Contact