Address Book → Import Contacts

To import contacts to the Address Book:

1. In the 'Address book' section → 'Contacts' tab, click the 'Import' button. 

2. Click 'Open file' and select a file in *CSV or Excel format to upload. Click the 'Next' button. 

   • If needed, specify the group to which the contacts from the import file will be attached. 

3. To import values into the desired columns, select the appropriate column from the 'Field Name' list.

   ✅Note: If your contact file already has column names, these names can also be imported. To do this, slide the 'Import column names' toggle to the right.

   

    

   • When uploading contacts, you can specify additional fields. To do this, select the 'additionalFields' field. 

4. Click the 'Import' button. Contacts will be imported according to the specified columns.

Also see:

Address book → Contacts

Address book → Counterparties