Importing Contact

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.

 
 
Original Format Import Template Contact is as per below:
 

Variables State Description Notes
name Mandatory Customer Name

1)No special Characters

2)Follow exactly variables name

email 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:

  1. Do make sure using the same download sample template and save it in .CSV format (Comma Delimited)
  2. 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.

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Updated on October 5, 2022

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