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How can you upload contacts using bulk csv in Contact Section?
How can you upload contacts using bulk csv in Contact Section?
Rida Ahsan avatar
Written by Rida Ahsan
Updated over a week ago

1. Upon opening the app an intuitive Dashboard appears.

Step 1 screenshot

2. Click on "Contacts"

Step 2 screenshot

3. After selecting "Contact," you'll find two options: "Bulk Upload" and "Create Contact."

Step 3 screenshot

4. Clicking on "Bulk Upload" opens a dialogue box with three options for uploading contacts.

Step 4 screenshot

5. Click on "CSV"

Step 5 screenshot

6. The "Upload Contact" option presents a two-step process for uploading multiple contacts at once.

Step 6 screenshot

7. Select "STEP 1" to download the CSV template and complete all details in the provided Excel sheet.

Step 7 screenshot

8. Click on Download"

Step 1 screenshot

9. Here is a sample Excel file. You can create your own to input all the necessary information about the contact.

10. Choose "STEP 2" to upload the CSV file containing all the filled information.

Step 8 screenshot

11. Click on "Upload" after the completion of both the steps.

Step 2 screenshot

12. All contact information has been uploaded.

Now, you can effortlessly send the document in bulk using a simple process.

Step 3 screenshot

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