Importing Contacts Into FrontlineCloud

You can import contacts into FrontlineCloud as a .csv file (comma separated value).

If you can export contacts as a .csv from a program you are currently using, then all you need to do is adjust the column headings. The column headings should follow the example in the screenshot below. Note that "group" is optional; it will be interpreted by FrontlineCloud as a group tag for the contact.

If you need help getting the format correct, you could enter a few contacts directly into FrontlineCloud, then export those as a .csv file. Open this in a spreadsheet application such as OpenOffice or Microsoft Excel, and add your contacts under the appropriate columns. You can probably copy and paste these from your own database. Once finished, save your new contacts file as a .csv, and import into FrontlineCloud.

Screenshot_5_20_13_4_24_PM.jpg

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk