How to import contacts from Excel (CSV)
Load contacts to your profiles from an Excel file.
From the Manage Contacts module, go to the option to Import contacts.
- Select the Profile.
- Select the CSV File as the Source.
- Select the Action.
- Enter the Reference.
- Select the Add File button to choose a CSV file from your PC, or drag the file from your PC to the platform's File List.
- Select the Import button to complete the upload.
- Select Import More or View Logs.
New Import: to reload a CSV file.
View Logs: to see the upload status in another section of the platform.
Updated on: 04/24/2023
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