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Laura Zeman

• 21 May 2015 21:33

Hi! How can I get a template to use to import contacts as a VCF or CSV file?

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  Act! Team

  • 21 May 2015 21:46

  Hi Laura,

  I recommend creating an Excel sheet with all of your contact info. Please read this article to get the headers that match for importing: https://actcloud1.zendesk.com/hc/en-us/articles/203012545-What-are-the-default-fields-for-Act-Cloud-CSV-imports-

  When you are at the point of saving the file:
  1. Click the drop down for Save as Type
  2. Click CSV (Comma Delimited)

  When you are in Act! Cloud at the Import portion & select CSV the Excel file should be available to select form your Documents.

  Please let us know if you need additional assistance.

  Kind Regards,
  Brittany Roberts

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