Adding Contacts in Bulk

You can add contacts in bulk to Relate by uploading a CSV file on the Contacts page. 

To add contacts in bulk:

1. On the Contacts page, click Add Contacts and select Upload Your Contacts.

2. Either select a CSV file from your computer, or drag a file from an open folder.

   • The CSV file must contain, at least, a first name, last name, or phone number field.

   • If you need to put your contacts into a .csv file, there is a sample file attached to the bottom of the article that you can download and use as a template. If you are having trouble with your .csv file, review our help center article.

   • Note: If using Numbers on Mac, you might need to export your file to CSV format after editing it. 

3. After uploading your file, a preview of the first three of your contacts appears. Make sure the columns match the appropriate Hearsay field. If they don't, use the drop downs to select the correct field.

4. Click Submit. 
5. Review the attestation popup and respond appropriately.