Importing contacts
Last updated
Was this helpful?
Last updated
Was this helpful?
Bringing in existing contacts helps populate your account efficiently with all your past and current details.
Go to the "More" Tab – Locate the additional options in your account dashboard.
Select "Import" – Choose this from the drop-down menu to begin the process.
Upload Your Contact List – Ensure data is formatted properly for a smooth transition.
A quick way to keep your contacts organized and readily accessible!
Now a new window will open within the import section. To import your contacts - select Import now and simply add your CSV file containing your client information and that's it. All your contacts will now be automatically added to your Contacts area.
