Importing contacts via a vCard or CSV file, into the contact manager.

  1. From the global top navigation, click Contacts.
  2. Click the   icon to import contacts.
  3. Check either vCard or Comma Separated File (CSV)*.
  4. Select the Group to where contacts are to be imported.
  5. Click the Choose File button to select a file.
  6. Click Import.

*Format for CSV File: Uploaded file must be in CSV (comma separated value) format with the following fields: [email address, first name, last name, title, agency, phone #].

Note: If you do not see Contacts in the global top navigation, contact your account administrator for access.