In the Contact Book in the Fundraiser Dashboard, contacts may be imported directly from a CSV document. To do so, follow these steps:
- Log in to your campaign site. You will be redirected to your Dashboard.
- Click the "Contact Book" tab.
- Click "Import Contacts"
- From the ensuing lightbox, download the CSV template by clicking on the link 'click here'.
- In your spreadsheet program, update the downloaded CSV with the required fields.
- Back in the Dashboard, select CSV file option in the lightbox.
- Click on the blue dotted area to browse the CSV file on your desktop
- Upload the spreadsheet file and review the uploaded contacts list.
- Once done, you should see the contacts in your contact book.