How to Import Contacts - Windows

1. Download the Sample File:

• Log into your account on a web browser and click on contacts from your left hand menu. 
• Download the sample file (this can only be done via a web browser).
• A copy of the sample file is also attached at the bottom of the article for your convenience.

2. Add Data to the Sample File:

• Open the downloaded sample file and input your contact data.

Important Notes for the First Row and Columns:

• Do not change or delete anything in the first row. It must stay exactly as is.
• Do not delete any columns from the file.

Required Columns (make sure these are filled out for each contact):

• Contact Type (Column A): Enter "Lead," "Customer," or "Other" for each contact.
• Contact First Name (Column B): Enter the first name of each contact.
  • You can use placeholders like "N/A" or "Unknown" if needed, but each cell must be filled.
• User Email (RepCard user) (Column S):
  • Enter the email address of an active user in your company account.
  • The email must match your RepCard account email or be that of a valid user under your Enterprise Account.
  • If the email in this column is incorrect, the file will not upload.

3. Save the File:

• Once you've entered the data, save the file as a CSV.
• Note: The only file formats that can be uploaded are .csv

4. Import the CSV File:

• Go to the "Contacts" section, either in the app or in a web browser.
• Select the Import option.
• Upload the CSV file that you saved in the previous step.

5. Confirm the Import:

• After uploading, the contacts will be added.
• A confirmation message will appear to indicate whether the import was successful.
  • Successful imports will be marked in blue.
  • Failed imports will be marked in red.