How to import contacts? Contact importing is one of the most important building blocks in effective management of your network. You can also import multiple contacts from any source-these might be in spreadsheets, email accounts, or even another CRM system. That's a very large risk for occurring, time and human mistake. 1. Use a spreadsheet program (like Excel or Google Sheets) to organize your contacts using the contact template.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfAA4D9PViuE0NW-eR0J8vj9uDgsR3rB6HDzdUtQT_sqmK9iHCyf-28ebeYuAZE8h3CE1pDbgbCCfNzDzRgOJdcc8McV_krWlgXuxNmZbmBMhpEgp2wZoTA8YneLKuOpQLRjICvnjdq9YG4WWcyG290gHFdbekinM0Guv-Flw?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="211">2. Ensure that your file includes necessary columns, such as First Name, Last Name, Phone. Email, and Image URL for the contacts you want to import.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXff_g_KIJQjsVRMHMUev53GOV6OvGfOzWMpHxxQN3491LQvaY5s-K-6iCNx36vOAZWC4HuMb5B4bzgCMl-vcQ7MqL9Ob9S_9_6sFRXDez9YfEzNO-Tl1D2QBKoTRjrPEfE4qGEINs_Kb5UgH19VPRbjq5pnAfgR7FrHw-8m6w?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="278">3. Save and check that the file is saved in CSV format.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfe5ErkcpzAUYQ3iS01ZxiSVn1OBMfNLdbSO6R_tT9zDFyL2EQmb2-_n6MVOQkwciDe_Y9f6-Zy8bg46wcak8CSgCh8Z8MiNqqF6UT_yGlUYyGHsJI9nhDfJWAoQmjtesrBWZLgzT0ZKQcro0I3J72QAOdZxly7b-kKu_Ki?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="267">4. In the Collect section of the Trust app, navigate to the Contacts menu.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdDN0c5QCz4yMDJcBcfIwQ5Ap69qcIqh4oaFiACKsWZzjiTHxnrr9Vt7hwVJzXYX7YCogE4WuyxgsBMg03O0WVotl6ZZgaavPm5RjQ5RxiGKbaZrHarWtFfyBGmQaLl6kqIeGZ5oCTHd-9ZfogMm2gVXwPIZ_FHLEMFS4ugsg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="244">5. Click the Add Contact button to select options on how you will add your contacts.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfEOx0B2pKfrGQNqNS3vn-s6VUZVoZUtAm1Nv7A75JQyQxG5nVJ--AdZK58XVyKrQS2opPvz2f6dCTI3n1U3PHKqV58FFL5lxcx8grbO0PHZRx8v_VXao85R-DfmpQwzSfJUOCbROpi8f4AUDvxCRp_GvNsJzRVvieclNoiUg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="279">6. Select the Import Contact option.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf2SZaZbTmSeKGfxagmR_cFiKqYrJM6kAN_ZpkiLugh2IZFGAD9vDcQO1BuAnFwpYFNXv4ITotRvZxfKAuDXH3f5RWjtYyCMg00hB6CjeWVWTuViTKZe-N_-hKnqsETyY-O-CoRVRJqlLL35W3qeHQndm_PjDzx_-J2uWpRhA?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="252">7. Locate and click on your saved CSV file on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfa0CvsOS99R0BURhg7ocg-MSntoZ6zPNRYWI7FIKqk3C3fCpa8PDB6qbxOfTq5hrX6BKcPtuYaOVJZJOS6GMtqPh40w2e7UN3SdN5UkxLBTHjfMqfVSfjGt8sDlNqMbTeRAWukEkDQWHULesZfHliOnXLrLabfY6b2h32?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="350">8. Click the Open button on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6ioXzE2in4bm4U0jRR6XhgtdKh-rnjnxhV0NNdInm_pPEJrd4Mkiezrk8b0kPtbaxJEU2KJ5xS-BfNk9QvxaiMYLVbCZu9Q4uvUw1cpSJiOjEyJN_K6-it_EDXBPJn7-1OG-r-NrDS_a633wjJmcAZbIroitPH1f43GpUNQ?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="264">9. Ensure that all fields are correctly mapped.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcT_JPkqJUxE0WXjnL25rNBCS4LvtV5DOd_yeh95jqiCl3MljANgtJlL0msdk8xB11ptfaaA9y1JMMVYOlDG_P5nTXUteHCPfUCi8ZVvvJxBK7a0OKHFzSoicj5ZW0GiJHQldVTIk3Z4TeAqXqaV704HeAC39JS2zkfYkGM?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="245">10. Click on the Import CSV button to start the import process.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfKLwvyzgmhvpr3I7W6tn-K_jzs5NBoyQauc6rdBfIsOUjL-u8RTEP377uY0qYllp1jCrfjcdbeWG3lHLKFDCA4Sq5tnM4JnPncdTwO886aV4FrPaEcebqM-WCCstEK3qAfpSSH45kNK0ToyUFDLmIo6pCVBtTeirVJRzKc?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="250">11. Allow time for the import to complete and ensure for a confirmation message indicating import success.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeWDOxpupb2pyy8-uWpDekSEmNpFc8IpSAKZChLNZHzxJX1FJiuwSuCWW2ymSpAQbuMRDQZx6o2x2I2n6SkSgoeou2Tx2o-0WUtKE6riUbvnrbKaBBpyazbyNzLBQrf5qlTzqR7WFCihz1K7Zj4UjPPAc5oHwn9i81Q1QIxWw?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="252">12. Navigate back to the contacts section to verify that all contacts have been imported correctly.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeOY9Iz4LUoi4TeUoZd7LB7RWUUuRWRUplAEa9IMFoGGj-9KtYUBp5_cs2SPE1e-mefSozwCLv1R08uLuxBVcar-Jv11C_vEBkr_ueVMeEJkZNiHR9xUtzlzghdNMwiYVvnND5IgUpnnGXzC25mVWx1dnVSizKfDoCcnrXECg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="500" height="264">

How to import contacts into your Trust account.

How to import contacts?

Contact importing is one of the most important building blocks in effective management of your network. You can also import multiple contacts from any source-these might be in spreadsheets, email accounts, or even another CRM system. That's a very large risk for occurring, time and human mistake.

1\. Use a spreadsheet program (like Excel or Google Sheets) to organize your contacts using the contact template.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfAA4D9PViuE0NW-eR0J8vj9uDgsR3rB6HDzdUtQT_sqmK9iHCyf-28ebeYuAZE8h3CE1pDbgbCCfNzDzRgOJdcc8McV_krWlgXuxNmZbmBMhpEgp2wZoTA8YneLKuOpQLRjICvnjdq9YG4WWcyG290gHFdbekinM0Guv-Flw?key=s84CxVoj7KY2gbZRhkAMbg)

2\. Ensure that your file includes necessary columns, such as First Name, Last Name, Phone. Email, and Image URL for the contacts you want to import.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXff_g_KIJQjsVRMHMUev53GOV6OvGfOzWMpHxxQN3491LQvaY5s-K-6iCNx36vOAZWC4HuMb5B4bzgCMl-vcQ7MqL9Ob9S_9_6sFRXDez9YfEzNO-Tl1D2QBKoTRjrPEfE4qGEINs_Kb5UgH19VPRbjq5pnAfgR7FrHw-8m6w?key=s84CxVoj7KY2gbZRhkAMbg)

3\. Save and check that the file is saved in CSV format.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfe5ErkcpzAUYQ3iS01ZxiSVn1OBMfNLdbSO6R_tT9zDFyL2EQmb2-_n6MVOQkwciDe_Y9f6-Zy8bg46wcak8CSgCh8Z8MiNqqF6UT_yGlUYyGHsJI9nhDfJWAoQmjtesrBWZLgzT0ZKQcro0I3J72QAOdZxly7b-kKu_Ki?key=s84CxVoj7KY2gbZRhkAMbg)

4\. In the Collect section of the Trust app, navigate to the Contacts menu.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdDN0c5QCz4yMDJcBcfIwQ5Ap69qcIqh4oaFiACKsWZzjiTHxnrr9Vt7hwVJzXYX7YCogE4WuyxgsBMg03O0WVotl6ZZgaavPm5RjQ5RxiGKbaZrHarWtFfyBGmQaLl6kqIeGZ5oCTHd-9ZfogMm2gVXwPIZ_FHLEMFS4ugsg?key=s84CxVoj7KY2gbZRhkAMbg)

5\. Click the Add Contact button to select options on how you will add your contacts.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfEOx0B2pKfrGQNqNS3vn-s6VUZVoZUtAm1Nv7A75JQyQxG5nVJ--AdZK58XVyKrQS2opPvz2f6dCTI3n1U3PHKqV58FFL5lxcx8grbO0PHZRx8v_VXao85R-DfmpQwzSfJUOCbROpi8f4AUDvxCRp_GvNsJzRVvieclNoiUg?key=s84CxVoj7KY2gbZRhkAMbg)

6\. Select the Import Contact option.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf2SZaZbTmSeKGfxagmR_cFiKqYrJM6kAN_ZpkiLugh2IZFGAD9vDcQO1BuAnFwpYFNXv4ITotRvZxfKAuDXH3f5RWjtYyCMg00hB6CjeWVWTuViTKZe-N_-hKnqsETyY-O-CoRVRJqlLL35W3qeHQndm_PjDzx_-J2uWpRhA?key=s84CxVoj7KY2gbZRhkAMbg)

7\. Locate and click on your saved CSV file on the file browser.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfa0CvsOS99R0BURhg7ocg-MSntoZ6zPNRYWI7FIKqk3C3fCpa8PDB6qbxOfTq5hrX6BKcPtuYaOVJZJOS6GMtqPh40w2e7UN3SdN5UkxLBTHjfMqfVSfjGt8sDlNqMbTeRAWukEkDQWHULesZfHliOnXLrLabfY6b2h32?key=s84CxVoj7KY2gbZRhkAMbg)

8\. Click the Open button on the file browser.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6ioXzE2in4bm4U0jRR6XhgtdKh-rnjnxhV0NNdInm_pPEJrd4Mkiezrk8b0kPtbaxJEU2KJ5xS-BfNk9QvxaiMYLVbCZu9Q4uvUw1cpSJiOjEyJN_K6-it_EDXBPJn7-1OG-r-NrDS_a633wjJmcAZbIroitPH1f43GpUNQ?key=s84CxVoj7KY2gbZRhkAMbg)

9\. Ensure that all fields are correctly mapped.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcT_JPkqJUxE0WXjnL25rNBCS4LvtV5DOd_yeh95jqiCl3MljANgtJlL0msdk8xB11ptfaaA9y1JMMVYOlDG_P5nTXUteHCPfUCi8ZVvvJxBK7a0OKHFzSoicj5ZW0GiJHQldVTIk3Z4TeAqXqaV704HeAC39JS2zkfYkGM?key=s84CxVoj7KY2gbZRhkAMbg)

10\. Click on the Import CSV button to start the import process.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfKLwvyzgmhvpr3I7W6tn-K_jzs5NBoyQauc6rdBfIsOUjL-u8RTEP377uY0qYllp1jCrfjcdbeWG3lHLKFDCA4Sq5tnM4JnPncdTwO886aV4FrPaEcebqM-WCCstEK3qAfpSSH45kNK0ToyUFDLmIo6pCVBtTeirVJRzKc?key=s84CxVoj7KY2gbZRhkAMbg)

11\. Allow time for the import to complete and ensure for a confirmation message indicating import success.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeWDOxpupb2pyy8-uWpDekSEmNpFc8IpSAKZChLNZHzxJX1FJiuwSuCWW2ymSpAQbuMRDQZx6o2x2I2n6SkSgoeou2Tx2o-0WUtKE6riUbvnrbKaBBpyazbyNzLBQrf5qlTzqR7WFCihz1K7Zj4UjPPAc5oHwn9i81Q1QIxWw?key=s84CxVoj7KY2gbZRhkAMbg)

12\. Navigate back to the contacts section to verify that all contacts have been imported correctly.![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeOY9Iz4LUoi4TeUoZd7LB7RWUUuRWRUplAEa9IMFoGGj-9KtYUBp5_cs2SPE1e-mefSozwCLv1R08uLuxBVcar-Jv11C_vEBkr_ueVMeEJkZNiHR9xUtzlzghdNMwiYVvnND5IgUpnnGXzC25mVWx1dnVSizKfDoCcnrXECg?key=s84CxVoj7KY2gbZRhkAMbg)

How to import contacts? Contact importing is one of the most important building blocks in effective management of your network. You can also import multiple contacts from any source-these might be in spreadsheets, email accounts, or even another CRM system. That's a very large risk for occurring, time and human mistake. 1. Use a spreadsheet program (like Excel or Google Sheets) to organize your contacts using the contact template.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXevY10RzPv5SxaGISY-KuFWnNdX-nJNVQPrbwzn3zXLs59k3eZh3kvETsFIc0QFLZ79i0OnuvAVRH2ziQQnl46JBy6sA55dam6m0tbrKLY0Uj2Oere-c0vaFQI-MpNLdDjQrGVzU-NVfvIvTeZdFddbCR5f?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="602" height="231"> 2. Ensure that your file includes necessary columns, such as First Name, Last Name, Phone. Email, and Image URL for the contacts you want to import.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcJVhYJurghLCR6SHA29Bd020t0NX48nMRx6ZT_l5XeGBQsOmhWuYTCWabKqi2vzlHphezBkal7qJxyNJavzTVBoenjiywOmudgn4wXC36WCh9KGW00TwutI5ttHyG1tQrGEXqZtmxac0B-ytVcbmI7m_U?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="602" height="267"> 3. Save and check that the file is saved in CSV format.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfsjyYPji1xlj2oRsQnYKwpdKkzm3r4XUluVxSd0E4GXdNGSMDP0QjmFjztXtL-DR_SJ1XyuIpE2hbe1D3RSzyxWtTRiS7yjolsq85n7TI6O1ReNpmJABi33jBfzVPatmWROZsFKHXO6JaFpdZO5PdAI58?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="602" height="464"> 4. In the Collect section of the Trust app, navigate to the Contacts menu.<img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_image.1730273900614.png?alt=media" alt="image.png" width="inherit" height="inherit"> 5. Click the Add Contact button to select options on how you will add your contacts.<img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_screenshot-2024-10-30-at-3.36.56 pm.1730273857783.png?alt=media" alt="" width="inherit" height="inherit"> 6. Select the Import Contact option.<img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_image.1730273938494.png?alt=media" alt="image.png" width="inherit" height="inherit"> 7. Locate and click on your saved CSV file on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf4pHtaReVqLlh-EbZl2kgl0AWzs8CKKwYE7IJqg6_d3XG7Y8sxGwIqdTtF8_DYWTTZppeil6PO22yLIQJlztXJ_VV_VBub3YOczK3hYsE_d7-3Vh4qhaHmGzaGUmqXyiTvG9REDR9JjFRLaMFI7uIVXo7f?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="602" height="373"> 8. Click the Open button on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc3AL42O4dUCdn7vVu6D1SKACPfxR6eAexHfAqrlRUHWWmOl5kLfmRT_H5tOA2x49WWz6iXreHO3LfOWSIOPP3aogilsXE_2g8mKjVWeLuR2A5cV6BseZaevXIGSky6-yfIPqJ1ocHJGfO3Ekz-iaKktGI6?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="624" height="289"> 9. Ensure that all fields are correctly mapped.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcrO29BQSFk1C8zdTVefNSKs6XFzne3Q9tWzUpObu7isBEqhdT35gCd8ZO_qsy0GraMQkIYFExZjaoBW-x7ZJc9gxQcD5kDTCy8C6uSW2ZuHQvfNVTEZcSHWM-_IeHmTQanY8wyuWM0raiZAOzXVX6VdOZV?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="602" height="327"> 10. Click on the Import CSV button to start the import process.<img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_image.1730274017894.png?alt=media" alt="image.png" width="inherit" height="inherit"> 11. Allow time for the import to complete and ensure for a confirmation message indicating import success.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdB9-Rqj34cn2pZT6TitSD9wcBUK_PuR97c8OQUJHRNTofoHtxBeBIQJ2esM-sEXfzmz_cCgtDbDIH3KnMh5ti1yMw3Wxuiv-IpUc4GpHp1N17BjFqmO4ltlY80YhnEyBAnwWC3-T0vmMtIeWouz8zouu5J?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="602" height="160"> 12. Navigate back to the contacts section to verify that all contacts have been imported correctly.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcaRc97C7kPbmw4UyQ2tcz-joCc5McfrXRgZB85WJMwWoRY6PRzLo0aQRHgROCOLNLI3ZKabP80VHEHrPFLadF4vJf-dhWJa2LhWVz_no4-eNom1TQevm_vJUmbhxG4Pr-kT5k58zSzT3NAJtjpxv2Bc4O5?key=DmXQ2Vy7Ot2Zg-DkeD2u9w" alt="" width="602" height="171">

 Import Contacts

How to import contacts? Contact importing is one of the most important building blocks in effective management of your network. You can also import multiple contacts from any source-these might be in spreadsheets, email accounts, or even another CRM system. That's a very large risk for occurring, time and human mistake. 1. Use a spreadsheet program (like Excel or Google Sheets) to organize your contacts using the contact template.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfAA4D9PViuE0NW-eR0J8vj9uDgsR3rB6HDzdUtQT_sqmK9iHCyf-28ebeYuAZE8h3CE1pDbgbCCfNzDzRgOJdcc8McV_krWlgXuxNmZbmBMhpEgp2wZoTA8YneLKuOpQLRjICvnjdq9YG4WWcyG290gHFdbekinM0Guv-Flw?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="239">2. Ensure that your file includes necessary columns, such as First Name, Last Name, Phone. Email, and Image URL for the contacts you want to import.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXff_g_KIJQjsVRMHMUev53GOV6OvGfOzWMpHxxQN3491LQvaY5s-K-6iCNx36vOAZWC4HuMb5B4bzgCMl-vcQ7MqL9Ob9S_9_6sFRXDez9YfEzNO-Tl1D2QBKoTRjrPEfE4qGEINs_Kb5UgH19VPRbjq5pnAfgR7FrHw-8m6w?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="299">3. Save and check that the file is saved in CSV format.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfe5ErkcpzAUYQ3iS01ZxiSVn1OBMfNLdbSO6R_tT9zDFyL2EQmb2-_n6MVOQkwciDe_Y9f6-Zy8bg46wcak8CSgCh8Z8MiNqqF6UT_yGlUYyGHsJI9nhDfJWAoQmjtesrBWZLgzT0ZKQcro0I3J72QAOdZxly7b-kKu_Ki?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="297">4. In the Collect section of the Trust app, navigate to the Contacts menu.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdDN0c5QCz4yMDJcBcfIwQ5Ap69qcIqh4oaFiACKsWZzjiTHxnrr9Vt7hwVJzXYX7YCogE4WuyxgsBMg03O0WVotl6ZZgaavPm5RjQ5RxiGKbaZrHarWtFfyBGmQaLl6kqIeGZ5oCTHd-9ZfogMm2gVXwPIZ_FHLEMFS4ugsg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="646" height="282">5. Click the Add Contact button to select options on how you will add your contacts.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfEOx0B2pKfrGQNqNS3vn-s6VUZVoZUtAm1Nv7A75JQyQxG5nVJ--AdZK58XVyKrQS2opPvz2f6dCTI3n1U3PHKqV58FFL5lxcx8grbO0PHZRx8v_VXao85R-DfmpQwzSfJUOCbROpi8f4AUDvxCRp_GvNsJzRVvieclNoiUg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283"> 6. Select the Import Contact option.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf2SZaZbTmSeKGfxagmR_cFiKqYrJM6kAN_ZpkiLugh2IZFGAD9vDcQO1BuAnFwpYFNXv4ITotRvZxfKAuDXH3f5RWjtYyCMg00hB6CjeWVWTuViTKZe-N_-hKnqsETyY-O-CoRVRJqlLL35W3qeHQndm_PjDzx_-J2uWpRhA?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283"> 7. Locate and click on your saved CSV file on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfa0CvsOS99R0BURhg7ocg-MSntoZ6zPNRYWI7FIKqk3C3fCpa8PDB6qbxOfTq5hrX6BKcPtuYaOVJZJOS6GMtqPh40w2e7UN3SdN5UkxLBTHjfMqfVSfjGt8sDlNqMbTeRAWukEkDQWHULesZfHliOnXLrLabfY6b2h32?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="387">8. Click the Open button on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6ioXzE2in4bm4U0jRR6XhgtdKh-rnjnxhV0NNdInm_pPEJrd4Mkiezrk8b0kPtbaxJEU2KJ5xS-BfNk9QvxaiMYLVbCZu9Q4uvUw1cpSJiOjEyJN_K6-it_EDXBPJn7-1OG-r-NrDS_a633wjJmcAZbIroitPH1f43GpUNQ?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="289">9. Ensure that all fields are correctly mapped.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcT_JPkqJUxE0WXjnL25rNBCS4LvtV5DOd_yeh95jqiCl3MljANgtJlL0msdk8xB11ptfaaA9y1JMMVYOlDG_P5nTXUteHCPfUCi8ZVvvJxBK7a0OKHFzSoicj5ZW0GiJHQldVTIk3Z4TeAqXqaV704HeAC39JS2zkfYkGM?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="281">10. Click on the Import CSV button to start the import process.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfKLwvyzgmhvpr3I7W6tn-K_jzs5NBoyQauc6rdBfIsOUjL-u8RTEP377uY0qYllp1jCrfjcdbeWG3lHLKFDCA4Sq5tnM4JnPncdTwO886aV4FrPaEcebqM-WCCstEK3qAfpSSH45kNK0ToyUFDLmIo6pCVBtTeirVJRzKc?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283"> 11. Allow time for the import to complete and ensure for a confirmation message indicating import success.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeWDOxpupb2pyy8-uWpDekSEmNpFc8IpSAKZChLNZHzxJX1FJiuwSuCWW2ymSpAQbuMRDQZx6o2x2I2n6SkSgoeou2Tx2o-0WUtKE6riUbvnrbKaBBpyazbyNzLBQrf5qlTzqR7WFCihz1K7Zj4UjPPAc5oHwn9i81Q1QIxWw?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="284"> 12. Navigate back to the contacts section to verify that all contacts have been imported correctly.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeOY9Iz4LUoi4TeUoZd7LB7RWUUuRWRUplAEa9IMFoGGj-9KtYUBp5_cs2SPE1e-mefSozwCLv1R08uLuxBVcar-Jv11C_vEBkr_ueVMeEJkZNiHR9xUtzlzghdNMwiYVvnND5IgUpnnGXzC25mVWx1dnVSizKfDoCcnrXECg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283">

How to import contacts? Contact importing is one of the most important building blocks in effective management of your network. You can also import multiple contacts from any source-these might be in spreadsheets, email accounts, or even another CRM system. That's a very large risk for occurring, time and human mistake. 1. Use a spreadsheet program (like Excel or Google Sheets) to organize your contacts using the contact template.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfAA4D9PViuE0NW-eR0J8vj9uDgsR3rB6HDzdUtQT_sqmK9iHCyf-28ebeYuAZE8h3CE1pDbgbCCfNzDzRgOJdcc8McV_krWlgXuxNmZbmBMhpEgp2wZoTA8YneLKuOpQLRjICvnjdq9YG4WWcyG290gHFdbekinM0Guv-Flw?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="239">2. Ensure that your file includes necessary columns, such as First Name, Last Name, Phone. Email, and Image URL for the contacts you want to import.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXff_g_KIJQjsVRMHMUev53GOV6OvGfOzWMpHxxQN3491LQvaY5s-K-6iCNx36vOAZWC4HuMb5B4bzgCMl-vcQ7MqL9Ob9S_9_6sFRXDez9YfEzNO-Tl1D2QBKoTRjrPEfE4qGEINs_Kb5UgH19VPRbjq5pnAfgR7FrHw-8m6w?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="299">3. Save and check that the file is saved in CSV format.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfe5ErkcpzAUYQ3iS01ZxiSVn1OBMfNLdbSO6R_tT9zDFyL2EQmb2-_n6MVOQkwciDe_Y9f6-Zy8bg46wcak8CSgCh8Z8MiNqqF6UT_yGlUYyGHsJI9nhDfJWAoQmjtesrBWZLgzT0ZKQcro0I3J72QAOdZxly7b-kKu_Ki?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="297">4. In the Collect section of the Trust app, navigate to the Contacts menu.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdDN0c5QCz4yMDJcBcfIwQ5Ap69qcIqh4oaFiACKsWZzjiTHxnrr9Vt7hwVJzXYX7YCogE4WuyxgsBMg03O0WVotl6ZZgaavPm5RjQ5RxiGKbaZrHarWtFfyBGmQaLl6kqIeGZ5oCTHd-9ZfogMm2gVXwPIZ_FHLEMFS4ugsg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="646" height="282">5. Click the Add Contact button to select options on how you will add your contacts.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfEOx0B2pKfrGQNqNS3vn-s6VUZVoZUtAm1Nv7A75JQyQxG5nVJ--AdZK58XVyKrQS2opPvz2f6dCTI3n1U3PHKqV58FFL5lxcx8grbO0PHZRx8v_VXao85R-DfmpQwzSfJUOCbROpi8f4AUDvxCRp_GvNsJzRVvieclNoiUg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283"> 6. Select the Import Contact option.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf2SZaZbTmSeKGfxagmR_cFiKqYrJM6kAN_ZpkiLugh2IZFGAD9vDcQO1BuAnFwpYFNXv4ITotRvZxfKAuDXH3f5RWjtYyCMg00hB6CjeWVWTuViTKZe-N_-hKnqsETyY-O-CoRVRJqlLL35W3qeHQndm_PjDzx_-J2uWpRhA?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283"> 7. Locate and click on your saved CSV file on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfa0CvsOS99R0BURhg7ocg-MSntoZ6zPNRYWI7FIKqk3C3fCpa8PDB6qbxOfTq5hrX6BKcPtuYaOVJZJOS6GMtqPh40w2e7UN3SdN5UkxLBTHjfMqfVSfjGt8sDlNqMbTeRAWukEkDQWHULesZfHliOnXLrLabfY6b2h32?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="387">8. Click the Open button on the file browser.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6ioXzE2in4bm4U0jRR6XhgtdKh-rnjnxhV0NNdInm_pPEJrd4Mkiezrk8b0kPtbaxJEU2KJ5xS-BfNk9QvxaiMYLVbCZu9Q4uvUw1cpSJiOjEyJN_K6-it_EDXBPJn7-1OG-r-NrDS_a633wjJmcAZbIroitPH1f43GpUNQ?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="289">9. Ensure that all fields are correctly mapped.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcT_JPkqJUxE0WXjnL25rNBCS4LvtV5DOd_yeh95jqiCl3MljANgtJlL0msdk8xB11ptfaaA9y1JMMVYOlDG_P5nTXUteHCPfUCi8ZVvvJxBK7a0OKHFzSoicj5ZW0GiJHQldVTIk3Z4TeAqXqaV704HeAC39JS2zkfYkGM?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="281">10. Click on the Import CSV button to start the import process.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfKLwvyzgmhvpr3I7W6tn-K_jzs5NBoyQauc6rdBfIsOUjL-u8RTEP377uY0qYllp1jCrfjcdbeWG3lHLKFDCA4Sq5tnM4JnPncdTwO886aV4FrPaEcebqM-WCCstEK3qAfpSSH45kNK0ToyUFDLmIo6pCVBtTeirVJRzKc?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283"> 11. Allow time for the import to complete and ensure for a confirmation message indicating import success.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeWDOxpupb2pyy8-uWpDekSEmNpFc8IpSAKZChLNZHzxJX1FJiuwSuCWW2ymSpAQbuMRDQZx6o2x2I2n6SkSgoeou2Tx2o-0WUtKE6riUbvnrbKaBBpyazbyNzLBQrf5qlTzqR7WFCihz1K7Zj4UjPPAc5oHwn9i81Q1QIxWw?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="284"> 12. Navigate back to the contacts section to verify that all contacts have been imported correctly.<img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeOY9Iz4LUoi4TeUoZd7LB7RWUUuRWRUplAEa9IMFoGGj-9KtYUBp5_cs2SPE1e-mefSozwCLv1R08uLuxBVcar-Jv11C_vEBkr_ueVMeEJkZNiHR9xUtzlzghdNMwiYVvnND5IgUpnnGXzC25mVWx1dnVSizKfDoCcnrXECg?key=s84CxVoj7KY2gbZRhkAMbg" alt="" width="624" height="283">

How to set automated testimonial request emails.

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