1. Prepare Your Contacts File

Create an Excel file with contact details like:

Note- Make sure each field is placed in a separate column and your data is properly organized.

2. Open the Lists Feature

From the left side menu, click on the Lists feature.

3. Create a New List

Click on the Create List button.

4. Enter List Details

Add the following details:

• List Name
• Short Description
  
  
  

5. Choose the List Type

You will see three list options:

• Empty List – Create a blank list and add contacts later.
• Advanced Filters List – Create targeted lists using filters and conditions.
• Import Contacts List – Import contacts using an Excel file.
  
  
  

6. Select Import Contacts List

Choose the Import Contacts List option.

7. Continue the Process

Click on the Create List button.

8. Upload Your Excel File

Click on Choose File and upload the prepared Excel file.

9. Assign Tags (Optional)

Add tags to organize and filter contacts easily later.

• These tags will apply to all imported contacts.
  
  
  

10. Confirm Permission Checkbox

Tick the necessary permission checkbox to confirm consent for uploading contacts.

11. Save the Import Settings

Click on Save to proceed.

12. Map CRM Fields

Match Excel columns with CRM fields correctly.

Email → Email Field | First Name → First Name Field

13. Complete the Import Process

Click on Save again to finish importing contacts.

14. View Imported Contacts

Your imported contacts will now appear inside the CRM Contacts Dashboard.