How to Upload a CSV File to Your Dashboard

Watch this short video to learn how to upload a CSV file or read below: 

1. Go to Groups

• Click on Groups in the left-hand menu of your dashboard.
• Find the group where you’d like to upload new contacts.

2. Open Group Settings

• Click on the group name to open it.
• Then click Manage People in Group.

3. Start the Import Process

• Select Add People.
• From the dropdown menu, choose Import CSV.

4. Upload Your File

• Click to select the CSV file from your computer.
• Make sure the file includes the following columns:
  • First Name
  • Last Name
  • Email
  • Phone Number

5. Review and Confirm

• Click Import, then click Continue Import to complete the process.
• The system will only add people who are not already in your dashboard.