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How to create multiple Contacts/Users

Alex Hom avatar
Written by Alex Hom
Updated over a month ago

Upload People

  1. Click Create

    1. Click Upload People

  2. Download a .csv Template

    1. firstName

      1. Input the First Name of the Contact

    2. lastName

      1. Input the Last Name of the Contact

    3. email

      1. Input the email address of the Contact

        1. Email Address must fit within the company's domain(s)

    4. companyId

      1. Input the Company ID for the Contact

    5. isUser (Boolean)

      1. TRUE = Creates the contact as a User

      2. FALSE = Creates the contact

    6. externalIdentifier

      1. Input an external identifier for the Contact

    7. reportsToContactId

      1. Input the ContactID of another Contact

  3. Drag and Drop a templated file

  4. Upload

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