Importing contacts

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.