Customer Success Center
Adding Contacts
Adding Contacts
Manual Entry
Enter all relevant information about the contact that you have obtained
Contact Upload
Notes the Following;
- Ensure that the file that you are uploading is in .CSV file format NOT a .xlsx (Excel Work) format
- Append (Add on to Database) Vs. Overwrite (Create New Contact Database)
- Prepare your file with the same column headers that you wish to add to the database
- This is for manual Upload of contact sheets (Not for API integration)
- This is the same view that you can edit/delete contacts manually as needed