Bulk Add Contacts
Bulk Add Contacts

Bulk Add Contacts

The Bulk Add Contacts feature allows you to batch load contacts from an Excel (.CSV) sheet.
On the
Users
tab, select
Bulk Add Contacts Template
.
In the template, populate the
Owner User Login
column with the login for the user that the contacts will apply to and the
Contact User Login
with the login for the new contact being added.
Bulk Add Contacts Template
PTT Pro Portal example of a Bulk Add Contacts template.
Save the information as a .CSV file.
In the portal select the
Bulk Add Contacts
button to upload the .CSV file.