Importing Contacts into Matrix is an effective way to store and organize clients' contact information in one secure location. Utilizing the import contact option is an efficient way to upload multiple contacts at the same time.
Contacts can only be imported from a .Csv file and must follow the format of the Matrix Template.
1. From the contacts import screen click Download .csv template
2. Once downloaded, add as much information as you like for each contact or if utilizing contacts from another source, cut and paste information from the secondary source into the
appropriate columns and save the file.
3. Click My Contacts
4. Click Import
5. Click on Choose File. Select the .csv file you would like to import. Note: If the contact was previously added to Matrix, you can select the checkbox to update existing contacts with imported information. Once selected, Matrix will attempt to match imported contacts with existing ones.
6. Click Import
5. A banner will appear once the contact has been successfully imported.
6. Click Done.
7. Your imported contacts can be viewed in My Contacts.
