QuoteMachine makes managing your contacts and generating quotes a breeze. To streamline your workflow and save time, you can import your contacts in bulk using a CSV (Comma-Separated Values) file.
This step-by-step guide will walk you through the process of importing contacts into QuoteMachine via a CSV file.
Note: You can find a sample CSV file attached at the bottom of this article.
Step 1: Prepare Your CSV File
Before you can import your contacts into QuoteMachine, you'll need to create a CSV file with your contact information. Make sure your CSV file adheres to the following guidelines:
Use a spreadsheet program (e.g., Microsoft Excel or Google Sheets) to create your CSV file.
Include a header row with column names, such as First Name, Last Name, Email Address, Phone Number, Company Name, etc.
Ensure that the data in each column is correctly formatted and free of errors.
Note: You can find a sample CSV file attached at the bottom of this article.
Step 2: Navigate to the Contacts Section and click on the "Import Contacts" Button
Look for an option labeled "Import" and click on it.
Click on the grey box to bring up the pop up window for file upload. You can also drag-and-drop your file in the box.
Then click "Start Now"
QuoteMachine will now import your contacts from the CSV file. Import time may vary depending on the volume of contacts you have.
Once the process is complete, you'll receive a notification indicating the number of contacts successfully imported.
Review your contacts list to ensure everything looks as expected.
Importing contacts through a CSV file in QuoteMachine is a straightforward process that can save you time and effort.
By following these steps, you can efficiently organize your contacts and make the most of QuoteMachine's features for managing quotes and customer relationships.
If you encounter any issues during the import process, reach out to our customer support for assistance by clicking on the chat bubble located at the bottom right of any QuoteMachine window.