✨ Introduction:
Uploading a contact list allows you to efficiently import multiple contacts at once, saving time compared to manually adding contacts one by one. This is especially useful when you’re migrating from another system or adding leads collected from events, promotions, or external sources.
🔔 What to Know Before You Start:
You’ll need CRM permissions to upload contact lists (ie Admin or TeamAdmin).
Your contact list must be saved as a CSV file to be uploaded.
Make sure your file includes columns for key fields, such as First Name, Last Name, Email, and Phone Number.
If any contacts already exist with the same email address, they may be skipped to avoid duplicates.
🛠️ Step-by-Step: How to Upload a Contact List
Log in to your Webware Dashboard.
Navigate to the CRM section from the main menu.
Click on the Contacts tab.
At the top right, click the Upload Contacts button.
Select your CSV file from your computer.
Review the field mapping screen to ensure each column in your file is correctly matched to a Webware CRM field (e.g., First Name, Email Address, etc.).
Once mapping is confirmed, click Import to start the upload.
The system will process the file and display a confirmation message once the upload is complete.
Review your newly imported contacts in the Contacts tab to ensure the data was added correctly.
✅ Pro Tip:
Before uploading, clean your contact list to remove duplicates, correct formatting issues, and standardize data to ensure a smooth import and cleaner database.
🎯 Next Steps:
After uploading your contact list, you can:
Assign uploaded contacts to specific lists for better organization.
Search for specific contacts using the search bar to confirm successful upload.
Use the contact details page to add notes or follow-up tasks for new contacts.