Welcome to AppointmentReminders.com! Appointment Reminders for Businesses

Contact Lists – Creating and Uploading

Create & 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 

Please keep in mind that this is optional and there are other ways of creating appointments and adding customers such as 

Sample Contact List
Sample Contact List

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

  • Go to the Import Files page on the Website. To get to the “Import Files” page, ensure that you are logged into your account. Then from the “Navigation Menu”, choose “My Data Sources” –> “Import Files”.
Navigate To The Import Files Page
  • Click on “Upload New File”
  • Choose the Contact List (.csv file) on your Hard Drive
  • Under “Select File to Upload”, press the “Choose File” button. Navigate to the file on your computer and select it. Then click “Evaluate File”.
Import Your Contact List

Import Status #

You will see the status of your import file:

  • Upload Progress: Shows whether we received the file
  • Evaluation Progress: We attempt to evaluate the file for validation
  • Import Progress: Shows the status of the final import of your list

 

Import Screen

Determining the Import Results #

If the file was not successfully processed, please check the format to make sure it is correct. If the file was successfully processed, you can see how many contacts it found and added in the list.

 

Contact Count

Further Details #

You can click on the “View Details” button for details on exactly what was imported.  You can also go to the “Customers Page” to see all of your customers.

Powered by BetterDocs