Audience: Builder
Read time: 7 mins
Article contents: FAQ/ How To/ Inline Video
This article will cover the two main ways you can create contacts (contractors/suppliers), either:
One by one through the contact menu.
In bulk via the excel upload. This second option is great if you have their details in your accounting, email or elsewhere.
This video below will cover both methods.
Assistance with bulk loading
Please use the below link to access our template for loading contacts, this will show you the right format for your contacts before loading it in.
Top tips for contact lists:
Use an Excel workbook (.xlsx) file or the above template
Close the file before loading it in
Make sure row 1 is headings (see the attached template)
Avoid formulas
Avoid photos