Importing contacts into Swipe One is a simple process that allows you to add multiple contacts at once, through CSV file upload. Follow these step-by-step instructions to easily import your contacts.
Please format the contact data in your CSV file according to these guidelines, prior to import :
Date type Columns : Please ensure that the entire column is formatted in
DD-MM-YYYY format (screenshot attached below)
Text/Other Data Type Columns : No specific formatting is required for these columns in the CSV file.
Tags column : Please add a "Tags" column to your CSV file, ensuring each contact's tags are listed as comma-separated values.
Address column : Ensure the Address column in your CSV file is formatted with comma-separated values in this order -
Address 1, Address 2, City, State, Country, Zip Code.
File Handling:
Ensure your file is saved in the correct CSV (.csv) format with the specified formatting.
Proceed with the upload process, field mapping in the import process and test if the contacts are uploaded successfully.
Please follow these steps for importing the CSV file in the dashboard :
Navigate to the People section in your Swipe One dashboard to access your contact list.
Initiate the contact import process by clicking on the "Import Contacts" or "Import from CSV" button.
Start a new contact import session through " + New Import".
Click Browse Files to locate and select the contact file you wish to import.
After selecting the file, click Upload to begin the upload process.
Map the columns in your file to the corresponding fields in Swipe One (e.g., name, email, phone). You can also create new Contact Properties during this step.
Once the fields are mapped, click the "Import Contacts" button to finalize the import process.
After successful import, your imported contacts will be visible in the People section.
