- Help Center
- Customers
- Contacts
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New to FieldCircle? Start here
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Account Setup & Settings
- Organization Settings
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Manage Work
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Board
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Asset and Warranties
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Customers
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Video Library
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Accounts and Billing
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Purchase
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Timesheet
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People(User)
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Books and Quote
How To Import Contacts
- From the main menu, hover on ‘Customers’
- Click ‘Contacts’ from the dropdown menu
- From the top right, click the ‘Import’ icon
followed by click ‘Import Data’
- If you don’t have a contact spreadsheet template then from the opened modal/popup bar, click ‘No, I need to download a template to fill in’ and download the template
- Fill this sheet and once finished, again click ‘Import data’, and now from the modal, click ‘Yes, I have a Contacts spreadsheet ready for import’
- Upload the spreadsheet and click ‘Next’
- Match the columns and finish the import