Import profile contact information into your admin portal to quickly and easily send outbound text messages, add individuals to tags, and add custom field information!
To import a list of individuals, click your organization's name at the top left of your portal, then select Data Import.
On the People Profiles tile, click the Download Template link. This puts a .csv template into your downloads folder.
Open the template in a spreadsheet program (like Excel), and enter the appropriate information into each column. Fill in one row per profile and leave the header row from the original template.
*NOTE: 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, click the purple Start Import button on the tile titled People Profiles. Click the Choose File option to upload your .csv file. Then click the Upload button.
*NOTE: If you use Excel your file should be a .csv file, but if you use a different spreadsheet program, you may have to export the file to a .csv file.
The portal will import your .csv file immediately and show the progress and completion of the import in real-time. Once completed, you will be able to see the total # of records imported, the # of records created, the # of records updated, and the # of records that failed to import.
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 firstname.lastname@example.org if you have any questions!