To bulk upload contacts in Whinta:
- Go to the Contacts section: In your Whinta dashboard, navigate to the Contacts section.
- Click on “Bulk Upload”: You should see a Bulk Upload button in this section. Click on it to open the Import Contacts popup.
- Upload a CSV/XLSX file: In the popup, you’ll see an option to upload your contacts file in either CSV or XLSX format.
- Use the Sample Template: Whinta provides a sample template that shows the exact format required for a successful upload. Download the template, fill it with your contacts, and save it.
- Upload the File: Once your file matches the sample format, upload it using the file upload option in the popup.
After uploading, Whinta should process your file and add the contacts to your list.
