Import Contacts

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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
    1. Click on the Download Template button to get a specimen of the required format.

    2. 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.

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