Scenario 1: I have an excel file
Wonderful! Let's go through the formatting first.
- Name or First Name and Last Name
These help our system maintain unique profile records.
- Email - person's email address
- Phone - person's phone number
Note: Please make sure the email and phone numbers are unique. i.e If two profiles have the same email or phone, the duplicate row may not be imported.
Other reserved columns:
- Favorite - mark a person as a favorite.
- Address - person's address.
Add as many columns as you like, these will turn into custom fields inside the dashboard and iOS app.
E.g. columns - Account Number, Date of Birth, Membership Status.
How to import?
Create a list. In the second step, you will see the following modal.
Go to the profiles tab, you will see the Upload Profiles button.
Go inside of a list, on the list browser screen you will see the Upload Excel button under the Add Profiles menu.
Scenario 2: I don't have an excel file
On the dashboard - On the Profiles tab, hit the Create Profile button.
On iOS - Hit the (+) icon on the list browser page.
You will see the following screen
More excel templates -