Contact Management
Upload Contacts
Import your contacts via CSV file
Upload Process
1
Choose Contact Type
Select whether to upload:
- Attendees
- Promoters
2
Download Template
3
Prepare Your CSV
Follow these guidelines:
- Use supported headings (Name & Email)
- Fill out all required fields
- Save file as CSV format
Double check red boxes in the Import Preview to ensure all required fields are filled out.
4
Upload File
- Click “Upload CSV” button
- Select your prepared file
- Review import preview
- Select contacts using checkboxes
- Click “Import Selected” button
CSV Requirements
Required Fields
Required Fields
Your CSV must include:
- Name: Full name or first name
- Email: Valid email address
Best Practices
Best Practices
For best results:
- Use our template
- Check for formatting errors
- Verify email addresses
- Remove duplicates
Common Issues
Common Issues
Avoid these problems:
- Missing required fields
- Incorrect column headers
- Invalid email formats
- Special characters
Import Preview
Before finalizing the import:
- Review contact information
- Check for any errors (highlighted in red)
- Select contacts to import
- Verify total count
Make sure to select all desired contacts using the checkboxes before uploading.
Uploading duplicate contacts will update existing records rather than create duplicates.