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Upload Contacts in a .CSV File

1. Navigate to the Leads tab

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2. Click Add/Import Lead

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3. Select Import CSV

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4.  You can download the .csv Template and input your lead information -OR- Setup your own CSV format on the dashboard

5. If you choose Download CSV Template, please enter your leads into the template

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Date, name, and email are required fields

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6. If you have an existing .csv file, click and drag the fields to match the columns in your file

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Click Save when complete

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7. Choose your file to upload

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6. Click Submit

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Last Update: June 12, 2019  

Z57 Support    Leads, PropertyPulse    
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