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How to Bulk Load Contacts & Individual Customers

Prerequisites: None Alternatives: Create Contacts
Create Customers
 See Also: None


  1. From the main menu click and expand Admin > click and expand Bulk Load > Click on the Contacts & Individual Customers Icon. This will bring up the Bulk Load Contacts screen.
  2. To bulk load Contacts and Individual Customers. Make sure Your Company is properly selected to the company you want to upload to (for multiple entity companies).
  3. Select the "Upload As" for the desired target load Contacts or Individual Customers.
  4. Drag and drop your prebuilt Contacts or Individual Customers .csv file and drop it on the screen.
  5. Check your upload and make any edit changes required. You can modify your data, delete rows, add rows or clear all rows with the buttons supplied on the page.
  6. Remember to press the Save button to save your work.
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