Importing contacts

How to upload a list of contacts into your account (CSV file)
Written by Jeff Barson
Updated 2 years ago

You can add contacts manually, but you can also upload a list of your contacts, patients, or study participants by importing a properly formatted CSV file.

You can have up to 100,000 contacts in your account. (If you need more just contact us.)

To upload a list of contacts:

  1. Go to: Contacts
  2. Click on "...More" > Import
  3. Select the properly formatted CSV file you want to upload
  4. Add any "tags" to the contacts you're adding (optional)
  5. Click "Import & Tag"

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