Our online CRM system is capable of uploading your CSV file simultaneously which contains all of your clients details. Through this method, you can create a large group of contacts quickly compared to inserting it manually, one by one.
Below is a simple guide to show you how to upload file.
1. Click on “Email Setup” (Mailing List > Import Data).
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2. You need to download the sample CSV file. Click on “sample csv” to download file. Then, modify the contents of the file.
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3. You can modify the contents and input the column up to 30 columns in Microsoft Excel. Save your modified file.
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4. Click on “Choose File” to upload your file.
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5. Click “OK” to continue. The number of customer added depends on the number of contacts in your CSV file.
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6. Click on “Email Setup” (Send > Send Email) to send email to your newly created mailing list (created by uploading CSV file)
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7. Email can be sent by retrieve data from CSV file by using the keyword list.
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8. Click on the “OK” to continue.
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