Contacts: Bulk Upload
The Bulk upload feature allows users to upload from a spreadsheet a large group of contacts. This can save a lot of time and is helpful when you already have an address box and adding these to a spreadsheet is a simple task.
Steps to bulk upload.
- Select the "BULK ADD" button
- Select "Download Template CSV" - this will download a file called "ContactTemplate.csv"
- Open the CSV in Excel (or a compatible spreadsheet program). You will need to add your Conatct details to the applicable columns - see the table below.
- Once you have updated your .csv file - save it and then select "Upload completed CSV file". This will automatically add Contacts for every row that you have added to the spreadsheet.
| Field | Description |
| Full Name (Required) | The name of the contact / person |
| Primary Location (Required) | The Primary Area for the Contact (where the contact is based) - If a contact is used across many area's then it's is common practice to set this to the top (Account) level |
| Email (optional) | The contact's email address |
| Phone (Optional) | The preferred phone number for the contact - This number will be shown to operators |
| Roles (Required) |
The Job Title/Role for the contact, for example "Operations Manager" or "Fire Marshal". Contacts can have multiple roles. Alternatively, Roles could be used for labelling contacts i.e. "Primary Contact" "Secondary Contact" etc |
| Contact For (Required) |
Which Areas should this contact be associated with? Multiple Areas can be selected. |
Comments
0 commentsPlease sign in to leave a comment.