In this article, you will learn:
This new feature makes uploading contacts simple and quick. You can now upload many contacts at once, by utilizing the spreadsheet import option.
How To Import Contacts Via A Spreadsheet
- First, you will need to download or create a spreadsheet, containing your contacts.
- Ensure the proper fields are identified on your spreadsheet, as shown in the photo. This is important, as the fields need to match exactly, in order for the import to process.
Add the fields “Address” (as a short text field) and “Contact 1” (as linked to a single location field type), into Aptly, via card settings.
- Navigate to the board you wish to create contacts from, click on “Card Sources” from the left hand menu, and search for “Spreadsheet Import.”
- Once you click Import, select your contact spreadsheet from the pop up.
In the following fields, select “Contact 1” from the dropdown as well as the information type, i.e. email, mobile, phone, etc.
- Select merge with existing, match on Address, create new, and then import.
