ClientPoint have successfully implemented the functionality where you can add contacts by bulk to invite and connect them with you in ClientPoint.me. This allows users to add up to a hundred email addresses in a .CSV file and upload on ClientPoint.me. Uploading contacts via CSV allows you to quickly transfer a significant amount of data into your contact management system in a matter of minutes.
Steps to upload a CSV File:
- Click on the ‘Connect with someone’ button on the left pane
- You’ll notice an option to ‘Upload Contact from CSV’ button.
- For ease, download the sample CSV file from the above screen, to ensure the emails are correctly formatted in the file you choose to upload. Format for CSV: email (required), first_name, last_name, company,title.
- Before uploading the contacts, you can customize the message and you can also add a group for the contacts. Here is a recording to easily guide you on how to upload the .csv file.
- Once uploaded and sent invitations, you may now close the tab.
Notes:
- For a successful adding of contacts, ensure the .csv file is well formatted as per the format in the sample file on the initial file.
- For large number of invited contacts, emails will be sent in batches and may take some time to process (may take up to several days).
- If your csv contains emails, that are already in ClientPoint and part of your relationships; these users will not receive the invitation email
Have questions? Please contact support@clientpoint.net.