Upload a Contact List

Before you can upload your contact list, you need to create or export one. Your contact list will be a .csv file that contains your customer information.  You can export a list from Google or Outlook, or create your own list (see the Create an Import File with Contact Information Only section).

Please keep in mind that this is optional and there are other ways of creating appointments and adding customers such as using “Calendar Tags” if you are using a Google Calendar, or uploading files with appointment information (see the uploading files with appointment information section).

To manually upload your contact list through our website (import files) follow these steps

Select File to Upload

Import File Review Succssful

Now if you click on the “Customers” page, you should be able to see all of the customers that you imported.