How do I upload multiple locations/contacts?

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While in the Contact Manager section, navigate to the Import tab. This import functionality enables you to quickly upload multiple locations, clients, contacts.

 

  1. Download the sample CSV for either Locations (click)or Contacts
  2. Replace the sample CSV data with your locations or contacts data. Please do not remove the column headers
  3. Select either Locations or Contacts radio button and then upload your CSV file
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