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How can I import my contacts into Agility?
How can I import my contacts into Agility?
Abbi Santos avatar
Written by Abbi Santos
Updated over 9 months ago

You can import contacts by following the steps below:

Ensure that you have prepared an Excel spreadsheet with 3 mandatory fields: First name, Last name and Email address. Apart from the header, all rows must contain a contact entry.

Save the Excel spreadsheet as .CSV UTF-8. Not just CSV.

In Agility, go to > Discover > Private contacts then click on the Import Contacts button at the bottom of the screen

You can then follow the steps to import the contacts into Agility

In the import setup window, we suggest importing the contacts directly into a list. That way, the import will be easier to review.

This guide explains this process in more detail.

Also answers the question:

How do I add my contacts to the database?

How do I add my contacts to Agility?

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