🧑‍🤝‍🧑Adding Contacts to List

This page will teach us how to add contacts to the contact list

The process of adding contacts to a contact list is as quite simple.

We can bulk upload contacts to a contact list via a .xlsx file or .csv file we can add the contacts manually or we can import from hubspot or HighLevel

The column names(in excel) or the field

How to bulk upload Contacts ?

To bulk upload the contacts , we need to add the contacts to an XLSX file in a specific format, as explained below

Follow these steps to bulk upload contacts::

• Click on the Name of the contact list , that you want to add the contacts to.

• Click on the Download Sample button, to see the file format.

• Add your contacts to a .xlsx file in the mentioned format.

• Click on the Upload File, browse and select your file on the computer.

• Click on Upload.

Please note that the inclusion of the customerNumber column is mandatory. If this column is missing, the Excel file will be rejected. Additionally, ensure that `customerNumber` is spelled and formatted exactly as specified.

How to manually upload contacts ?

• Click on the Name of the contact list , that you want to add the contacts to.

• Click on Add Contact.

• Fill out contacts details

• Click on Save

How to import from hubspot?

To proceed with importing contacts from hubspot, make sure you have integrated hubspot with voiceGenie. For reference see HubSpot

• Click on the Name of the contact list , where you want to import contacts

• Click on Import from CRM

• Click on Import from hubspot

• Click on Save

How to import from GoHighLevel?

To proceed with importing contacts from gohighlevel, make sure you have integrated gohighlevel with voiceGenie. For reference see GoHighLevel

• Click on the Name of the contact list , where you want to import contacts

• Click on Import from CRM

• CLick on Import from GoHighLevel

• Click on Save

  

https://app.voicegenie.ai/

How to import from HighLevel?

To proceed with importing contacts from HighLevel, make sure you have integrated HighLevel with VoiceGenie. For reference see HighLevel

• Click on the Name of the contact list , where you want to import contacts

• Click on Import from CRM

• CLick on Import from HighLevel

• Click on Save