Streamlining Your Contact Management with Bulk Import in Inxeption Managed Store
Steps for Importing Contacts in Bulk
1. Initiating the Import Process
- Accessing Contacts: From your main dashboard, navigate to the Contacts section.
- Starting Import: Click the “Import” button to begin the process of adding your contacts.
2. Preparing Your Contacts File
File Format Requirement: Ensure your contact list is in a .CSV file format, which is essential for a successful import.
Utilizing Our Template: To reduce errors and ensure compatibility, download and use our sample contact form as a guide. This template outlines the correct formatting for your .CSV file and can be accessed by clicking the “contact file” hyperlink.
3. Uploading Your Contact File
Selecting Your File: Click on “Choose Files” to locate and select the .CSV file containing your contacts.
Import Progress: Once you select your file, the system will begin the upload, and you’ll see an “Import in progress” notification.
4. Monitoring the Import Process
Import Status: The platform provides real-time updates on the import, showing the number of contacts added and highlighting any issues.
Completing the Import: Upon completion, review the summary and then click “Import” to finalize the process.
Once the import is complete, all your contacts will be efficiently organized and readily accessible within the Inxeption Managed Store. This centralization of your contact database significantly enhances your ability to manage customer relationships and streamlines your business operations.
Bulk importing your contacts is a smart move to quickly integrate your existing network into the Inxeption Managed Store, thereby optimizing your overall contact management strategy.
Need Further Assistance? If you encounter any challenges during the setup or have questions, our support team is here to help. Reach out to support@inxeption.com for prompt assistance.Related Articles
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