Overview
How to import Contacts to ClerkChat via csv file
Import Contacts
- In ClerkChat,, go to 'Contacts' then 'Import Contacts' in the top right-hand corner
- Select CSV Import 'Connect'
- Attached is a template that you can use that includes the Name, Phone and Email. If you have additional data points you want to upload as well, be sure that property is added to your Contact details.
- Once your file is ready to import you can either drag/drop it to the upload section or go to choose file to select it from your computer
Your list of contacts should now appear!
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