OnVoard will automatically import contacts data after you are connected to the following sources:
You can also use CSV to manually import contacts.
- Go to imports job page and add a new import job.
- Select Contact for Destination.
- Select CSV schema to use.
- Click Save to add job.
After import job is created, locate the job in imports job page and click Execute.
From modal dialog, click Execute to start import. Ensure that your CSV file adheres to OnVoard Contacts CSV Schema. Email will be used to determine if we should create or update contact.