SigningCloud CommunitySCMY Users Community: ContactsImport contactsPost Reply

Post Reply: Import contacts

<blockquote><div class="quotetitle">Quote from <a class="profile-link" href="https://community.signingcloud.com/scmycommunity/profile/smph/">SMPH</a> on November 24, 2022, 4:57 AM</div>Hi @dr-dolittle yes, you can import your contacts to SigningCloud.
<ol>
<li>First, open a spreadsheet editor and fill in the first row with the following:
<ul>
<li>email, name, company, description</li>
</ul>
</li>
<li>Enter the data of your contacts. Although you don't need to completely fill them all, just ensure that the email column is not left blank.</li>
<li>Save your file in CSV format.</li>
<li>Log in to your SigningCloud account and find the Contacts option on the menu on the left side.</li>
<li>On the Contacts page, click the Import button in the upper right area of the screen. </li>
<li>A pop-up will appear. Click Choose File to upload your CSV file containing your contacts.</li>
<li>Lastly, click the Import button.</li>
</ol>
With that, you're all set. Hope this helps!
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