How do I bulk-import people?
- Go to Contacts > People.
- Click the Import button in the top right.
- The file type must be Microsoft Excel.
- Choose the type of import you are doing i.e. adding new people or editing your current list.
- A help box will appear telling you how to structure your file correctly. Make sure you read and follow the steps exactly!
- When you've re-structured your file, click Choose file and select it from your computer. Click Open.
- Click Next.
- Choose which new people you'd like to import. We automatically omit any duplicates and anyone that has already been imported.
- Click Import people.