How to Add Multiple Contacts in Gridlex Zip?
Published | Aug. 28, 2023, 1:35 p.m.
In Gridlex Zip, there are multiple ways to add contacts: manually, by importing, or through the organization page. This guide will specifically explain the process of adding multiple contacts by importing contacts in the system.
Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section.
Step 2: After clicking on "Contacts," you will be redirected to the contacts page. Look for the "Add Contacts" option on the top navigation bar and click on it.
Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin.
Step 3: On the "Add Contacts" page, you will see an option to "Import" contacts. Click on the "Import" button to initiate the import process. Before proceeding, you can download the sample file to understand the format that is supported by the system.
Step 4: Once you have downloaded the sample file, review its format to ensure your data aligns with the system's requirements. For example, here you can view the data view.
Step 5: Choose the file with your contacts and upload it to the system. The time taken for the upload will depend on the number of contacts being imported. Map the fields in your spreadsheet to corresponding fields in the system. For example, map the "City" field to "Contact Home City or Town 1" in the system. Click on the "Map" button after mapping is complete.
Step 6: After a successful upload, you will receive a notification confirming the completion to your registered email address. Once the contacts are uploaded and mapped, you can view the data on the screen. Click on the "Details" link at the end of each column to view more information about the contacts.
Step 7: Click on "View Data" to see the contacts that have been successfully uploaded into the system.
By following the above steps, you'll have imported your contacts into Gridlex Zip efficiently. For those keen on learning about other contact management techniques, like adding contacts individually, refer to How to Add a New Contact in Gridlex Zip?