Contacts

Adding Contacts in Bulk (Relate)

To add contacts in bulk:

  1. Navigate to your Contacts page in Hearsay Relate.
  2. Click the blue Add Contacts button and choose Upload Your Contacts.
  3. Click Select File. This will prompt you to locate a .CSV file on your computer that contains your contact information.
    • If you need a .CSV template, please scroll to the bottom of this article and download our sample .CSV file which contains the required fields:
      • First Name
      • Last Name
      • Phone
    • If you need assistance on exporting your contacts from your email account or CRM, please review our help center article here. Once finished, return to Hearsay, click Select File and choose the saved file from your computer to move forward.
  4. You will be presented with a preview of your .CSV file, only displaying the first 3 contacts within your file.
    Note: This is only a preview, as demonstrated by the text under the table which read “Previewing the first 3 contacts in your file out of 4 total.” If needed, you have the ability to toggle the fields by pressing the arrow buttons to reassign the column. Once completed, click Continue to complete the process.