Importing Contacts

To import contacts in CTMS, follow the steps below.

1. On the Contacts screen, click on Import from the top menu bar.

   

2. On the Import screen, perform the following
3. Click on the Download Template button to get a specimen of the required format.

   

4. Enter the required details into each column by adhering to the naming convention, date, and custom field-related rules. Refer to the steps detailed in the Contacts import template.

   

   

5. Upload the file in .xlsx file format either by selecting the file or using the Drag & Drop functionality.
6. Click on the Import button once the file is successfully uploaded.