If you have supplier and contractor info in your accounting, email or elsewhere, you can load it in bulk via the Excel.

Please use the below link to access our template for loading contacts, this will show you the right setup for your Excel sheet before loading it in.

Top tips for contact lists:

  • Use an Excel workbook (.xlsx) file
  • Close the file before loading it in
  • Make sure row 1 is headings (see the attached template)
  • Avoid formulas
  • Avoid photos
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