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Creating and updating contacts

  • You can add contacts manually or import them from a CSV file
  • Go to the 'contacts' section

To import contacts

  • Download the sample CSV template
  • You can add your contacts to this or ensure your existing contacts CSV follows the same template
  • Click on 'choose file' and upload your CSV file - your contacts will now show in a list

To add contacts manually

  • Click on the blue cross in the bottom corner of the contacts page
  • You will see a pop up to 'add contact'
  • Insert the information required - the 'save' button will be active once you've inserted the right information
  • Click on 'save'
  • Your contact will appear in the list

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