How do I import my contacts into Flocknote?

To import your members to Flocknote, you'll want to have a spreadsheet that contains their names, email address, and phone numbers. It can either be an excel spreadsheet (.xls or .xlsx) or a .csv file. If you have separate spreadsheets for email addresses and phone numbers, you will want to combine the contact information into one spreadsheet - that way, each member will just have one account in Flocknote that contains both their email address and cell phone number.

Here are a few handy tips for formatting your spreadsheet:

  • Title your columns so you don't accidentally mix up the first and last name column
  • Make sure each column only contains one type of information. Basically, just make sure the email column only contains emails, the phone column only contains phones, etc.
  • Make sure you only have one line of information per person - in other words, you do not want a person to have their email address on one line and, farther down in the spreadsheet, have a phone number. 

Steps to import a spreadsheet of contacts to a Group in flocknote:

  1. Login to flocknote and select the name of a Group from the column on the left
  2. Select the People tab
  3. Select Import a contact list

  1. Click the arrow button to browse to the saved file on your computer and upload it
  2. On the window that appears, assign the correct label to each column (make sure the column that contains emails is labeled as Email and not name or phone, etc.)

  3. Click the Go button
  4. The contacts will import to your Group and you are all set!

Here are a few handy tips when doing an import:

  • If you can, it's best to upload your contacts by Group, instead of uploading them to the everyone list and then moving them around, it's quicker to upload them to a specific Group.
  • The import feature is smart enough to weed out duplicates. If someone is on your spreadsheet with the same email or phone 3 or 4 times, the system is smart enough to skip over them and make sure they are only added once
  • Similarly, if you import a contact to a Group that is already on file with another Group, the system won't duplicate them, it will just pull up their existing record.

Stuck? Email your spreadsheet to us at help@flocknote.com and let us know the Group you are working with and we'll help you get things imported :)

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