Upload Multiple Contacts

Is adding customers one by one time-consuming? Do you dream of a solution? Then here it is, a perfect answer to an exhaustive and tiring job. Lets buckle up and follow the steps!

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Written by Shishira Updated over a week ago

Step 1 - Download Template

  • In the left navigation bar, select contacts (icon)
  • In the contact list page, click the upload icon ( icon) and select "Download CSV Template"
  • Sample csv template with all the field to be entered is downloaded.

Step 2 - Upload Customer data

  • In the left navigation bar, select contacts (icon).
  • In the contact list page, click the upload icon ( icon) and select "Upload Customer data in csv".
  • Select the filled csv file you wish to upload and click " open".
  • View the contacts, uploaded successfully in the contacts list.

Having trouble uploading customers?

  • Make sure no special characters are entered in the csv file.
  • Want to learn how to assign contacts(Learn more).
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