How to Import Contacts into Contacts Pro

Importing your contacts into Contacts Pro is straightforward. Follow these steps to quickly and efficiently upload your contacts from an Excel file.

Step 1: Download the Template

1. Download the Template: Click on the ‘Download Template’ button to receive the Excel file template. This template is specifically designed to ensure compatibility and ease of use with Contacts Pro.

   

Step 2: Fill the Template

2. Fill the Template: Open the downloaded Excel file and enter your contacts’ information. Make sure to follow the format provided in the template to avoid any import errors.

Step 3: Import Your Contacts

3. Start the Import Process:
   • Return to Contacts Pro and click on the ‘Import Contacts’ button in the import modal.
   • A file selection window will appear. Navigate to where you saved your filled-in template and select the file.
   • Remember, only Excel files are allowed. Ensure that your file ends with a .xlsx extension.

Step 4: Complete the Import

4. Complete the Import: Once you've selected the correct Excel file, the import process will begin. You will received an email once the import is complete and how many contacts were successfully imported.

Troubleshooting Common Issues

• Format Errors: If there are errors during the import, please ensure that the data in your Excel file strictly adheres to the format specified in the template.
• Limit Exceeded: If you exceed the contact limit for your tier during the import, you will receive an email. Only a portion of your contacts, up to the limit, will be imported.

For detailed information on tier limits and upgrading your account, please visit our Admin Center (opens new window).

Need Help?

If you encounter any issues or have questions during the import process, please contact our support team for assistance. Our goal is to ensure a smooth and effective experience as you manage your contacts within Contacts Pro.