You can import contacts in bulk by uploading their details into Fello in a CSV file. Here's how:
- Go to the Contacts module from the left sidebar.
- Click Add Contacts in the top-right corner and select Import Contacts.
- Download your contact database into a CSV file. For reference on formatting, please see our Sample CSV. Please keep in mind:
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- Either an email address or a physical address is required to add contacts in Fello.
- If you do not want contacts assigned to specific users, you can leave the User Email Address field blank, and they will be uploaded as unassigned.
- Drag and drop your CSV file, or choose Click to Browse to upload your file from your computer.
- Click Next in the top-right corner.
- Map the column headers in your uploaded file to the fields in Fello.
- Choose a matching Fello field under the Fello Field Mapping column. If there are any unmatched or unnecessary fields, choose Ignore This Column.
- Click Import after mapping all the required fields.
Once the import is complete, you will receive a notification in Fello along with an email stating that the import is complete. You can click Download Report in the notification to review details of the imported contacts.
🗒️ Note: You can check the status of your import, along with details of previous imports at any time by going to Settings > Import & Export > Import. You can also download import files from here.
Once you've initiated an import, you will not be able to delete a record of the import from this page. This page will only contain details of your own imports, and cannot be accessed by other users, unless they are emulating your account.