How to import contacts

1. Start with the CRM tab to manage your contacts effectively.

2. Next, initiate the import process by clicking the import icon.

3. Select "Contacts"

4. Move forward by clicking Next.

5. You can upload or drag your files here for import.

Select the "Upload a file or drag and drop" option, and ensure that the CSV file is of supported size.

6. Choose an option regarding how you wish to import the contacts.

7. Proceed by clicking Next.

8. Review the uploaded files and update fields as necessary.

You have the ability to align the column from the imported file with the suitable contact field in the system. Additionally, there is an option to preview the aligned information in the preview column.

9. Opt out of importing data with unmapped columns here.

In case you have any column(s) that do not match, you must select the "Don't import data in unmatched column" option to proceed to the following step. Unless you check this option, you cannot proceed to the next step.

10. Continue by clicking Next.

11. Create a smart list for these imported contacts by clicking here.

12. Add imported contacts to workflows by clicking here.

13. Click here if you wish to tag the imported contacts.

14. Ensure contacts consent to communication before proceeding.

15. Finally, start the bulk import by clicking here.