1. Prepare Your Contacts File

Create an Excel file with contact details like Name, Email, Phone Number, Company, Tags, etc., in separate columns.

2. Login to DotcomPal Dashboard

Go to the CRM section from your dashboard.

3. Open Import Option

Inside CRM, click on the Import option.

4. Upload the Excel File

Click on Choose File and upload your prepared Excel file.

5. Add Tags (Optional)

You can assign tags to organize contacts easily.

• Tags added here will apply to all imported contacts.
  
  
  

6. Confirm Permission Checkbox

Tick the consent/permission checkbox before importing contacts.

7. Save and Continue

Click on Save to proceed.

8. Map CRM Fields

Match Excel columns with CRM fields correctly.

• Email → Email field
• First Name → First Name field
  
  
  
  

9. Complete the Import

Click on Save again to finish the import process.

11. View Imported Contacts

Your contacts will now appear inside the CRM Contacts Dashboard.