How to Upload a List of Contacts

Step-by-step guide

1. Log In and Navigate:
   Log into your Evolved Office account and go to the "Contacts" tab to see all uploaded contacts.
   
    
2. Create a List:
   Under the "List" tab, click "Create List," name it, and hit "Save."
   
   
   
    
3. Prepare Your File:
   Export contacts from your CRM or ERP system into a spreadsheet. Ensure the first row contains column headers and save as a .xls, .xlsx, .csv, or .txt file types.
    
4. Upload Contacts:
   Choose "Upload Contacts" and select your CSV file. Match your file’s column headers with Evolved Office’s headers through a process called mapping.
    
5. Validation Process:
   After mapping, click upload. The contacts will go through a validation process. You will receive an email once validation is complete.
    
6. Broadcast-Ready:
   Validated contacts will show a "Ready" status under the "List" tab, meaning they’re ready for broadcasting.

Video Tutorial