Log in to your account
From the menu, choose Contacts
At the top right, click Upload Contacts
The Upload CSV pop-up will appear
Download the CSV Template
Open the CSV Template
Enter contact information
Save the file to your computer
Return to the Upload CSV pop-up
Click inside the box labeled Click to upload CSV file
Choose your file
Complete Map Fields
Match the field with the column in the spreadsheet from the drop-down
Click Upload Now
A pop-up will appear that the information is being uploaded
The contact(s), when successfully uploaded, will show in Active status
If you run into any issues when uploading or have additional questions, please connect with our CRM Support Team by sending us a message.