Your friends, family, teammates, and business relationships are everywhere; and chances are your address book is spread across multiple apps and services. 😬 Penny's spreadsheet file uploader allows you to build your master contact database in one place.
Where to start?
First thing's first, you can import data from a spreadsheet file. That's right! If you have an existing contacts Excel worksheet, you can upload it to your Penny account and start prospecting right away!
Not sure how to download your contacts from your service providers?
How to upload a Spreadsheet file
1 - Go to the "Contacts" section, then click the "Import Spreadsheet" button located at the bottom left of your screen.
2 - Drag and drop your contacts file into the box or click the box to select your file, then click "Upload".
🔥 Hot Tip 🔥 The spreadsheet column headers must match the same as our sample spreadsheet. A sample spreadsheet can be downloaded by clicking on "Sample Spreadsheet"
3 - A list of your contacts will generate. Confirm your contacts by clicking "Import".
🔥 Hot Tip 🔥 You can now include a column for importing any notes for a particular contact which will be added to the user’s contacts profile note section.
4 - IMPORTANT: If there are errors in your file, Penny can not upload it.
Seeing Errors? A few things to keep in mind...
Be certain to have a "First Name" as it is a required field
"First Name" and "Last Name" need to be in separate columns
The email is invalid? Don't forget the @(ampersand)
The phone number is invalid? Remember to use -(dashes)
🔥 Hot Tip🔥 You can convert Numbers & Excel worksheets to a text file by using the "Save As" command. Click the below buttons for details on how to convert a Numbers or Excel worksheet.👇
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