Importing People

Importing profile contact information into your admin portal can help you quickly and easily send outbound text messages, add individuals to tags and add custom field information!

Getting Started:

To import a list of individuals, select Profiles > People in your admin portal. Click on the green Import button on the right hand side of your screen.

After selecting the Import button, you can easily download a .csv template provided for you! Once you have downloaded the .csv template, enter the contact information for each profile.

*** It is important to note that in order for a successful upload, your .csv file must have the following fields completed; Phone OR Email, and First Name. If you do not have an email address or phone number to enter for an individual, you can enter all zeros in the phone number format (000) 000-0000 instead. 

After entering the profile contact information into the .csv file, select the Choose File option to upload your .csv file. Then select Upload. Now you can easily schedule a text message, add members to specific tags and fill out custom field information for these newly added profiles within your admin portal!

Send us a note at support@aware3.com if you have any questions!