Import contacts to Drove with a CSV file

Import contacts to Drove with a CSV file

This guide will show you how to import contacts with a CSV file.

Learn how to create a CSVfile from a spreadsheet.

For other import methods, click here.

  1. To import contacts manually, navigate to your contacts tab on Drove
    01_-_manually_crm.png
  2. Select +Import Contacts
  3. Select Upload CSV file selected and click Next on the top right corner.
    02_-_upload_csv.png
  4. Here you need to click the button Upload and select the CSV file from you computer.
    **important note**
    If your CSV file contains non-latin letter, please save the CSV in UTF-8 encoding for full support
    03_-_upload.png
  5. You must have delivery permission from all the people you are importing. To continue, tick the checkbox You have permission to send emails to all imported contacts.
    05_-_permission.png
    **You can add a label to define this group of contacts (not mandatory)

  6. To add a label, click on the button +Add labels
    06_-_label.png
  7. On the search line type the label name you wish to apply on the imported contacts
    07_-_label_name.png
  8. To add this as a label click +Create new label
  9. click Done to finish
    08_-_done_label.png
  10. Now you can either delete some label you've added or continue to import by clicking Next
    09_-_with_label.png
    ** Don't forget to tick the checkbox you have permission

  11. Now the importing process will begin. This might take a few minutes. You may leave this page - we will send you an email when the import is completed. Leaving the page won’t disturb the process.
    10_-_processing.png
  12. When finished, you'll see this screen
    11_-_sucsess.png
  13. Click View Imported Contacts to go to your updated contacts list.
  14. You will also receive an email confirmation in your inbox.email_import.png