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Import Contacts into Base

You can import multiple contacts into Base using a CSV file

Written by Shawnette

tep 1: Open the Import Screen

  1. Click Contacts from the main menu.

  2. Click Import.

Step 2: Download the Import Template

  1. Click Download Import Template.

  2. Open the template and enter your contact information into the appropriate columns.

  3. Once you have completed the template, save the file as a CSV (Comma delimited) (*.csv) file.

Step 3: Import the CSV File

  1. Return to the Import screen in Base.

  2. Click Import and select your CSV file.

  3. Select the Pipeline the imported contacts should be assigned to.

  4. Select the Milestone the contacts should be placed under.

  5. Choose the Tag that should be applied to the imported contacts.

  6. Review the import settings and click Import to complete the process.

Your contacts will be imported into Base and assigned to the selected pipeline, milestone, and tag.

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