How to import contacts from a spreadsheet

Step by step

1. 1

   From your dashboard, go to Import contacts.

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2. 2

   If your list isn't ready yet, download the template to see the required format and the columns iNVEETO uses, such as name, email and phone number.

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3. 3

   Click Upload file and select your CSV file.

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4. 4

   Map your columns: match each CSV header to a field in iNVEETO. Most are recognized automatically; use the drop-downs to fix any that are wrong.

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5. 5

   Double-check the remaining fields, then click Import data.

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6. 6

   Back on the dashboard, your contact count updates. Click Manage to see the imported contacts in your address book.

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