How do I import contacts into Clockwork with a CSV file?
Here are instructions on how to import your contacts into Clockwork using a CSV file - whether it's an excel sheet that has been created and maintained by yourself, or is a CSV file that has been exported from another CRM, or LinkedIn, or your email program (e.g. Outlook):
1. Go to your People tab and click the Import button.
2. In the pop-up window that appears, select CSV File.
3. To ensure a smooth and successful import, first download our sample CSV file and review it to ensure that your column headings exactly match those in the sample.
4. Once you're sure that your column headers exactly match those in our sample CSV file, and that your file is in CSV format, repeat steps 1 & 2 to navigate back to the Import Contacts screen and then press the Add File button and attach your file from your computer/drive. Then, click the Import button.