How to Import Your Contacts

There are two very good reasons to import your contacts on a regular basis.

1. To have a backup of all of your customers and team members in case something happens to your company or you leave your company for another opportunity.
2. To be able to send them invoices and keep notes about them.

Importing your contacts is super easy and very fast.

Click on the import contacts button at the top of your contacts list.

Click the choose file button. Then choose the CSV file on your computer by double clicking on it. If the columns in your file have titles (headers) keep the checkbox checked. Then click save.

Now match the field names from your file with our field names using the dropdowns then click save.