How Can I Bulk Upload Contacts on Reviews?

Bulk uploading contacts to your SocialPilot Reviews account is an efficient way to manage a large customer information database. This process allows you to quickly fill out your contact list with hundreds and thousands of entries at once.

Here's a detailed guide on how to do it:

Before beginning the upload process, prepare a CSV (Comma-Separated Values) file with all your contact information organized into columns such as first name, last name, email, phone number, and tags. Ensure that:

  • Each contact is in a separate row.
  • The first row contains column headers.
  • The first name field is filled.
  • Email or phone number fields are filled out as they are essential for contact identification.
  1. Go to the 'Contacts' tab on the dashboard sidebar and click on the 'Bulk Upload' option to proceed.
  2. Choose the location for which you want to upload contacts from the drop-down menu labeled 'Select Locations which you want to upload contacts for.'

You will see a drag-and-drop area on the bulk upload page with an option to browse your computer files.

3. Drag your prepared CSV file into the upload area or click ‘Browse’ to select the file manually.

4. Once uploaded, SocialPilot Review may provide a preview or a summary of the uploaded contacts for review.

Note: The platform will check the uploaded data for any errors or inconsistencies, such as invalid email formats or missing required fields.

5. Once the data is validated and you've resolved any errors, confirm the upload.

SocialPilot Review will process the file and add the contacts to your account's database.

After the upload, you can go to the contacts section to see all the newly added contacts.

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