Let's go through the formatting first.
Required columns:
Name or First Name and Last Name
Optional:
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.
Custom Columns:
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.
Scenario 1: I have an Excel file
How to import
1-Once you are logged in, while creating a Sheet you will see the option to upload Excel
2- Or if you want to upload an Excel file inside an already created sheet, you will see the Upload Excel icon on the left button
3-Go to the Profiles tab you will see the Import button.
Scenario 2: I don't have an excel file
Text instructions
On the dashboard - On the Profiles tab, hit the New button.
On iOS - Hit the (+) icon on the list browser page.
You will see the following screen
More Resources
More Excel templates -
Basic Template - names only.
Intermediate Template - names & email addresses.
Advanced Template - names, email addresses, & custom fields.