🍐Guide to Importing Contacts via CSV

Importing contacts into your dashboard is straightforward. This guide will help you through each step, from preparing your CSV file to successfully importing your contacts.

Step-by-Step Instructions

1. Access the Dashboard:

   • Log into your account and navigate to the dashboard.

1. Locate the Import Feature:

   • Click on the settings icon (usually found at the top right corner).

   • Select the ‘Import’ option.

---

1. Select Import Type:

   • Under the ‘Other Sources’ category, find and click on ‘Contacts (.csv)’.

1. Download the Template:

   • Download the provided CSV template which may include examples for proper data formatting.

1. Import the Template:

   • Excel: Convert from (.csv) to (.xls)

   • Google Sheets: File > Import > Import

Microsoft Excel - Conversion

---

Google Sheets - Import

1. Fill Out the Template:

   • Enter your contact data into the template, following the format of the examples provided.

990 rows (contacts) maximum per import.

Important Note on CSV File Size

When preparing your CSV file for import, please be aware that the file should not exceed 990 rows. If the file has more than 990 rows, the import process may not work correctly. To ensure a smooth import:

• Split Large Files: If your contact list is larger than 990 entries, consider splitting it into multiple CSV files.

• Verify Row Count: Before uploading, double-check the number of rows in your file.

• Sequential Import: If splitting the file, import each one sequentially to ensure all data is correctly uploaded.

By adhering to this limit, you can avoid potential issues and ensure that all your contacts are successfully imported into the system.

1. Upload Your CSV File:

   • Convert to (.csv) file.

   • Once your file is ready, return to the import section on the dashboard and upload your CSV file.

---

• Excel: File > Save as > (.csv)

• Google Sheets: File > Download > Comma-separated values (.csv, current sheet)

---

1. Finalize the Import:

   • After uploading, the system will process your file. If a brand exists in our database, it will automatically associate it, allowing for easy filtering.

Additional Tips

• Data Accuracy: Double-check for any typos or errors in your CSV file before importing.

• Backup Your Data: Always keep a backup of your original data in case you need to reference it later.

• Contact Updates: Regularly update your contacts with new contacts or changes to keep your database current.