Follow these steps to import contacts into your project:
1. Access the Import Contacts Feature
Open the Projects section.
Select the project where you want to import contacts.
Click the Import Contacts button (blue button).
2. Upload the File
Upload a file in XLS or CSV format.
3. Choose columns for Mapping
Choose the columns you need to map.
These columns contain the information that will be used for your leads.
Disable unnecessary columns by clicking on them.
Click 'Map Selected Columns' when you finish
4. Map the columns
From the selected columns, map them to the system fields, such as:
Phone Number (critical for calls).
Full Name .
First Name (essential for how the AI addresses prospects).
Additional fields you can map include:
Email
Company
If the required column is not available in the system, edit its name if needed and click the Add Field button (e.g. add a Country field if necessary).
5. Start the Import
Check Box - “Replace all existing contacts in project”
if check it then all contacts will be replaced
if do not check it then all new contacts will be added to the old list.
If Old name has a new phone number, then one more contact with the same name will be added but with a new phone number.
Click the Start Import button.
Wait for the system to process the file.
Once the process is complete, your contacts will be successfully imported into the project.