Steps for importing contacts:
You can upload contacts directly into your account. We accept your contacts first name, last name, email, business name, phone 1, phone 2, fax, URL, address, city, state, zip code. Please have your list of contacts in an Excel spreadsheet and saved as .CSV (comma delimited) format before uploading.
To save your list as .CSV file:
1. In Excel click on SAVE AS
2. Under file name, type in the name you would like associated with that file
3. Under SAVE AS TYPE, select .CSV (comma delimited)
4. Click on SAVE
5. Click on OK then click on YES when prompted
To import your contacts please follow the steps below:
1. Check to agree to our spam policy then click "Choose File" to select your (.CSV) file from your desktop.
2. If you would like to upload your list as a group, (allows you to select a group and email the whole group at once when sending video emails or meeting invitations) Give this upload a group name.
3. Click CONTINUE
4. On the next page match up the fields such a First Name - First Name, Last Name - Last Name, and Email Address - Email Address, etc.
5. Click on IMPORT