Importing Contacts
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      3. Importing Contacts

      How Do I Import Contacts?

      Save time by uploading your Contact data in bulk.

      Please note: the file you choose to import must be in a CSV format in order to be compatible.

      To Import Contacts through a CSV


      If your account shows the Contacts tab, proceed to step A. If your account shows the Jobs tab only, start at step B. 

       

      A. Under the Contacts tab of your account, toggle to the "List" view and select the "+Import contacts" button.

      contacts tab - Import contacts button v2

       

      B. On your homepage, find the section labelled Contacts and select the "Import contacts" button.

      For accounts that show only the Jobs tab and  accounts that show the Contacts tab, proceed to the steps below.


      Click "Select file" to browse your computer for the CSV file.


      JobNimbus will scan your file, looking for the number of records, and try to identify the type of data in each column.

      After the scan is complete, a series of drop-down lists will appear. Use these menus to map each piece of data you are importing with the corresponding JobNimbus field. 

      Once all the fields are mapped to the data you have, click the "Next" button.


      import fields dropdown menus v2


      Review the data and confirm by selecting "Import Contacts Now". 

      confirm import v2

      The import can take anywhere from a few minutes to hours to complete, depending on the number of Contacts being uploaded.

      You can continue to work in your account in the meantime and JobNimbus will send you an email once the import is finished.