Peasy Sales allows you to bulk import contacts from a CSV file. To import contacts
1. Navigate to contacts from the sidebar.
2. Click on the Import button on the top right corner.
3. Select the CSV file you would like to import to Peasy Sales, here’s a sample
CSV file for reference.
4. Click on the Import button to upload the csv file to complete the process.
| Variables | State | Description | Notes |
| name | Mandatory | Customer Name | 1)No special Characters 2)Follow exactly variables name |
| Mandatory | Customer Email | 1)No special Characters 2)Follow exactly variables name 3)email format must be lowercase. | |
| identifier | Optional | Default Identifiers | Can be removed. |
| phone_number | Mandatory | Customer Phone Number | 1) Make sure phone number format is correct. Eg: Start with ‘+601137777777 2)Follow exactly variables name. |
| ip_address | Optional | Default ip_address | Can be removed. |
| custom_attributes_1 | Optional | Additional custom attributes | 1)Can be removed. 2)If you want to add custom attributes examples: t-shirts size you can added in while maintaining the variables name. |
| custom_attributes_2 | Optional | Additional custom attributes | 1)Can be removed. 2)If you want to add custom attributes examples: combo package A, you can added in while maintaining the variables name. |
Do’s before Importing Customer Contacts:
- Do make sure using the same download sample template and save it in .CSV format (Comma Delimited)
- Do check phone_number attributes format. Make sure the phone number is store in the correct format.
How to Check Template is in Correct Format (.CSV Format)
Click Download Contact Location >Right Click >Properties>Open With> Notepad
Click Open with Notepad:
Finally!! Contact Can Be Uploaded.
