Step-by-Step Instructions
Follow these steps to import contacts into ReshapeX using a CSV file:1. Navigate to the Contacts section
From the ReshapeX sidebar, click on Contacts.2. Click “Import Data”
You’ll find the Import Data option within the Contacts page.3. Choose the data source
Select CSV as your data source, then click Next.4. Upload your CSV file
Click Upload files and choose the CSV file you would like to import. Select which sheet from the CSV to import, then click Next.5. Map the headers
Map each column from your CSV to the appropriate contact properties:- First Name
- Last Name
- Phone
- Employer
- Business role
6. Review and confirm data import
Review the preview of the data import. Make sure the data in each column matches the appropriate column heading.7. Finish the import
Click Finish to complete the import process.Once complete, your contacts will appear in the Contacts section. Easy and fast.