To upload existing contact databases in Web Portal, CRM > Contacts > + Import where you will find two examples of how the csv file format needs to be structured.

If you are using an Excel spreadsheet, you need to follow the same structure and prepare the format as required. Once you have the correct format, you can convert your Excel file to csv ready for import by following the steps below:

  • In Excel, Click "File".
  • Click the drop-down arrow next to "Save as type."
  • Select "CSV (Comma delimited) (*.csv)" from the list of potential file types.
  • Choose the folder where you would like to save the file.
  • Click "Save" to save your file.

To import your csv file into the contacts of your Formitize account in Web Portal > CRM > Contacts > + Import.

Any blank and an example database can be found attached for your reference.