Check out this video to get started adding contacts:

You can upload a CSV file of all of your contacts or you can add them one at a time. Start on the Employee Contacts tab of your account dashboard on the left.

To add one at a time you can click on Add towards the top right.

Or you can upload a CSV file and take care of everyone at once! Click on Import CSV towards the top right of the contacts page. Select the Example CSV file to see the format required (column headers, specifically) for your CSV file. Your account login email will receive an email with the results of your file upload an indication of errors, if any.

If you have multiple locations on your account using individual configuration you will need to add a Locations column to specify which location each contact should be assigned to. Verify that the location is spelled exactly as it is on your account under Locations > edit > identifier. That is what you will populate in the new locations column.  If you would like a single contact in more than one location, duplicate the contact, one for each location with the proper location identifier for each. If your configuration is global they will automatically be added to All Locations.

If you have an internal database, you can also use our API to directly import your contacts from your database.  Select "Integrations" on the left side of your dashboard then "Contact Import API" for additional details. 

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