How to bulk upload contacts on Freshsales

Introduction

Bulk uploading contacts in Fresh Sales can save time and streamline the process of adding multiple contacts at once. This guide will walk you through the steps to successfully perform a bulk upload of contacts.

Steps to Bulk Upload Contacts

Step 1: Prepare Your Excel File

Ensure your file is properly formatted. Each column should represent a field in Fresh Sales, such as Name, Email, Phone Number, etc.
Make sure there are no duplicate entries and all required fields are filled.

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Step 2: Log in to Fresh Sales

Open your Fresh Sales account and log in with your credentials.

Step 3: Navigate to Contacts

Go to the Contacts section from the main menu.

Step 4: Select Import Contacts

Click on the 'Import Contacts' button usually found in the top right corner.

Step 5: Upload Your File

Choose the file you prepared and upload it.

Map the columns in your file to the corresponding fields in Fresh Sales.

Step 6: Review and Confirm

Review the mapped fields to ensure accuracy.
Confirm the import and wait for the process to complete.

Step 7: Verify the Upload

Once the upload is complete, verify that all contacts have been added correctly.

Troubleshooting

If you encounter any errors during the upload, check the file for formatting issues.
Ensure all required fields are included and correctly mapped.
Contact Fresh Sales support if the problem persists.

Conclusion

Bulk uploading contacts in Fresh Sales is a straightforward process that can significantly improve efficiency. By following these steps, you can ensure a smooth and successful upload.