With the contact import tool account owners and managers are able to upload a list of contacts using a CSV spreadsheet. The only pieces of information that are required are the email address and name of your contact. Before uploading your list make sure that your spreadsheet contains the columns and appropriate labels needed by the upload tool; First Name, Last Name, and Email.

Please see our contact import template for supported columns. The data in any other columns will not be imported.

Once your list is ready to go with at least these three columns you will hover over the contacts tab from within anywhere in the database and click on 'Import contacts'

Clicking on Import contacts will bring you to the following screen:

From here you can either drag and drop your spreadsheet into the box or click into that area to select your spreadsheet from within your computer's files. After you have selected your spreadsheet, make sure that you assign them to the appropriate user and apply any applicable tag(s) to make your new contacts easier to find.

The system will require you to put in a comment on how the list was sourced before you can click on the Preview my import button which will show you this screen:

From here you can see contacts that are ready for import and ones that have been rejected (contacts that have gone through our validator and are either no longer valid email addresses or are role addresses such as info@, marketing@, etc.)

After reviewing the data shown and when you're ready to import your list, scroll back to the top and you will see two boxes that need to be checked and a Begin import button. You can also choose to Reject the import here as well.

Depending on the size of your list the system will take a few minutes to process the import and then you will see a screen showing all the contacts that have been added to your account along with the data and tags associated with them.

If you would prefer to add the contacts individually or need more information on editing your contacts once in the database please review the article, How do I add or edit contacts?

If you need information on reviewing your past list uploads check out the article, Reviewing Past Imports and Bulk Updates.

Still need help? Reach out to us using the on-screen help icon or by emailing support@cannabiz.media.

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