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Import contacts

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Can I import contacts on SigningCloud? If so, how and what file format is applicable to importing contacts?

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Hi @dr-dolittle yes, you can import your contacts to SigningCloud.

  1. First, open a spreadsheet editor and fill in the first row with the following:
    • email, name, company, description
  2. 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.
  3. Save your file in CSV format.
  4. Log in to your SigningCloud account and find the Contacts option on the menu on the left side.
  5. On the Contacts page, click the Import button in the upper right area of the screen. 
  6. A pop-up will appear. Click Choose File to upload your CSV file containing your contacts.
  7. Lastly, click the Import button.

With that, you're all set. Hope this helps!

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