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How do I manually add Contacts?

How to upload clients both manually and through a .CSV

Andy Swansburg avatar
Written by Andy Swansburg
Updated over 2 months ago

Due to our integration with your booking software, Xplor Growth will automatically sync your contacts from there! However, suppose you have a list of contacts that exist outside of your booking software that you'd still like to reach. In that case, you can easily manually add them to the platform and they will join your All Contacts list, just as any automatically synced contact would. If a contact you manually upload happens to already exist, it will automatically recognize this and will not create a duplicate.

There are two options for manually adding contacts to your account: adding a single contact or uploading a list using a CSV file.

Adding contacts could impact your billing plan.


Adding a Single Contact

To add a single contact to your All Contacts list, start by navigating to the Contacts tab in the navigation menu.

Then click Add Contacts in the top-right.

Scroll to the "Add a single contact" section > enter the contacts> click Add Contact.

If you don't have the contact's name, the contact can still be added. The contact's email address is used as the key identifier.

Contacts _ Marketing Automation - Google Chrome 2024-05-17 at 10.10.57 AM

Once the contact has been added, you can navigate back to your All Contacts list and you'll see the newly added contact in your list.


Adding a List of Contacts

To upload a list of contacts, you will need to have a CSV file saved to your computer. Any issues with uploads are most often due to incorrect formatting of the CSV file.

Most upload issues are a result of incorrect formatting issues with the CSV file. This article offers a few tips on how to format your file successfully.

Once you have created, formatted, and saved your CSV file, you can begin the upload process by navigating to the Contacts tab in the navigation menu.

Then click Add Contacts in the top-right.

Under the "Manually add and import contacts to your account" section, navigate to Upload from CSV > click Browse Files to search for your CSV > select the CSV from your computer > click Upload CSV.

Once you've uploaded your CSV, you should receive a success message in the platform and an email letting you know when the upload is complete. Once complete, you can navigate back to your All Contacts list and you'll see the newly added contacts there.

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