How to import a CSV consisting of an address book into the application?

Created by Shaikh Mudassir Khalid, Modified on Tue, 19 Dec, 2023 at 9:34 AM by Shaikh Mudassir Khalid

Click on the option ‘Organisation’ from the left navigation bar.
Click on the option ‘Address Book’.
Select the tab from the top of the screen ‘Address Book’.
Click on the button ‘Import’. A new form will populate on the right side of the screen.
Locate the section ‘Select CSV’. Click on the button ’Click Here To Upload File’. After clicking on this button, a dialogue box will be populated, requiring you to select a file from the computer.
Once you have selected the intended file, please click ‘Open’ in the dialogue box to upload the file in the application. Note: Please make sure the selected file is in the CSV format.
Once the file is pre-loaded in the system, please click on the ‘Submit’ button.
Click on the button ‘CLICK HERE TO DOWNLOAD OUR CSV TEMPLATE’ to download a template as a reference for the csv file.