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.Screen_Shot_2022-11-02_at_11.15.38_AM.png

  4. Click Submit
  5. Review the attestation popup and respond appropriately.Screen_Shot_2022-11-02_at_11.15.55_AM.png

 

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