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Importing Your Contacts

Charie

Importing Your Contacts into Enrollio

 

 

 

 

 

Quick Import From your Enrollment Platform

 

  1. Go to Contacts:

 

 

  1. Click "Import contacts" icon:

 

 

  1. Attach file:

 

Note: It is very important that first row in the spreadsheet has no space above the headers as it will cause problem in importing the contacts.

 

Once imported, you can map the fields appropriately and also add as many tags as you wish and that will allow you to create a smart list.

You can also search for filters:

 

 

For additional assistance, we do have the option to import your contact list for you at no additional charge as we realize that it can be difficult to export contacts in other platform.  You may click this link below and complete the fields provided.

 

https://enrollio.ai/contact-import