This document provides instructions for bulk importing contacts from a CSV file. It outlines preparing the data file with required and optional fields, choosing the CSV file during import, previewing and tagging contacts, reviewing the import summary, monitoring the import progress, and checking the final status of imported contacts in the address book.

2. How to import Contacts

3. Prepare the data
To bulk import contacts the 1st step is to prepare the data.* (CSV File)
1. The only critical / required
field is the email address
field. Other fields are
optional. G onwards are
custom fields.
2. The status field can be one
of 4 options as shown. If left
blank, the current status will
be left unchanged.

4. From Home Screen
1. Go to address book,
2. Click import contacts
Lorem ipsum dollar sat

5. 1. Here you can download a
sample file
2. And download an import
specification if you need more
help
How to import Contacts

6. Chose File
1. Click on chose file,
2. Chose the CSV file you
previously prepared,
3. Click next.

7. Check Contacts
• Here you will see a sample /
preview of the 1st few rows
to double check.
• Click Next

8. Add / Remove Tags as necessary
• At this stage you can
chose which tags to apply.
• 1,2,3, Here you can keep
the default or change the
tags to suit your specific
requirements.
• 4, Click next

9. Summary
1. The summary window
shows the details of
the contacts for review,
2. Click Import Contacts

10. Check Progress
• The import file is now in
process.
• At the far top right hand
corner or the screen clock
on the settings cogwheel
• Go system settings, the
historical imports window
will open.

11. Historical imports.
• Here you can see the
progress of the
import.
• You will receive an
email when the
import is complete.

12. Check at address book
• Back at address book
you will see that the
status of the customer
is clearly displayed in
the status column .