How to upload multiple contacts at once

 

You have hundreds, or even thousands, of contacts that you plan on shipping swag to-uploading them one by one is just not going to work for you.

 

SwagUp makes it easy to upload multiple contacts at once-all you need is a CSV!

 

What is a CSV?

CSV is a format of a text file in which commas are used to separate values, and accordingly, whole data will be stored. CSV data can be easily opened in various kinds of text editor like notepad and can be analyzed for fetching and mining the needed details.

 

Information needed:

You will need to use our CSV template to make sure that the columns and data match our system's requirements.

Screen_Shot_2021-12-09_at_4.41.21_PM.png

 

Where?

1. In your dashboard, go to the "shipments" tab, click "contacts" and then "Add Contact +"

Screen_Shot_2021-12-09_at_4.45.16_PM.png

 

 

2. Select "Upload CSV"

Screen_Shot_2021-12-09_at_4.47.03_PM.png

 

3. Once you've uploaded the CSV file, you'll need to review your columns. If a column says "unmatched" you'll have to click the drop down and select the appropriate header for the data.

Screen_Shot_2021-12-09_at_4.48.55_PM.png

4. If you have errors, you'll need to click into them to resolve them

 

Screen_Shot_2021-12-09_at_4.51.00_PM.png

5. Once all errors are corrected, you'll need to decide if you want to save your contacts or send swag to your contacts.Screen_Shot_2021-12-09_at_4.52.23_PM.png

 

If you are having issues, refer to our article: "How to Troubleshoot a CSV File Upload"

 

If that still doesn't help, please contact our customer service team here!

Swag_Expert.png

 

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Submit a request
Couldn't find the information you were looking for? Contact Us.
Our support hours:
8:00am - 8:00pm CST Monday to Friday; 9:00am - 6:00pm CST Saturday
Follow us on Twitter
Get the latest news and updates first