CallingPost makes it easy to import your contacts from an Excel spreadsheet (.xls or .csv). Here's a simplified guide:
1. Prepare Your Spreadsheet
Below is an example of how your spreadsheet should be set up.
Format: Make sure your spreadsheet is in .xls or .csv format.
Headers: The first row should clearly label each column (e.g., First Name, Last Name, Phone Number).
No Special Characters: Avoid using special characters (commas, dashes, symbols) in your file name.
Clean Up Your Data (Optional):
Remove any hidden code by copying and pasting values into a new spreadsheet.
Eliminate duplicate entries.
Check for and correct any inconsistencies in phone numbers or emails.
2. Import Your Contacts
Go to Groups & Contacts: In your CallingPost account, navigate to "Groups & Contacts."
Select Your Group: Click on the name of the group you want to add contacts to.
Add New Contact: Choose "Add New Contact" from the group menu.
Choose File: Click "Choose File" and select your spreadsheet.
Import: Click "Next" and then select the headers you wish to "Import."
3. Wait for Confirmation
You'll see a green banner when your import starts and another when it's complete. Large imports may show progress updates.
Pro-Tips for Smooth Importing:
Smaller Imports: For best results, import 2,000 contacts or fewer at a time.
Filters: Use filters in your spreadsheet to easily sort and review your data.
Need More Help?
Contact our support team if you have any questions or need assistance with
importing your contacts.
Optional Clean up tips: https://help.callingpost.help/en/articles/10445297-cleaning-up-an-excel-file-to-import-tips
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