Import Data

Once you have downloaded Data Import Template and populated all data fields, select New Import - 'Excel - Contacts', enter an 'Import Name' and click 'Get Started'

When the upload screen displays Browse for your file and click 'Upload File'.  Please note this may take a few minutes to upload, only click the button once.

When the file is uploaded you will be displayed a snapshot of the data, if you are satisfied that this data looks correct click 'Import Data'

The data import may also take a few minutes, please be patient and only click the button once.

Repeat the above steps for other import types once you have downloaded and completed the Data Import Templates.