How to Upload People from a CSV into a Group

Watch this short video to learn how 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.

Uploading a CSV to a New Group

1. Go to Groups.
2. Click Add Group.
3. Fill in the Name and Description fields.
4. Click Add Group to create it.
5. Follow the same steps above to upload your CSV file into this new Group.