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How to import a csv

On the contacts tab, click the upload CSV button in the right corner

Screen Shot 2022-12-13 at 6.52.15 PM

Format your CSV to have the following columns as headers (in this exact order and naming)

  1. company
  2. first
  3. last
  4. email
  5. phone
Screen Shot 2022-12-13 at 6.54.54 PM

Save your file as a CSV

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Import the CSV and watch the contacts automatically populate your CRM.

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