In order to upload contacts to Penny via spreadsheet, the file format must be in .csv -- here are the steps to do so from a MS Excel File.

🔥 Hot Tip 🔥The spreadsheet column headers must match the same as our sample spreadsheet. A sample spreadsheet can be downloaded by going to "Contacts" and then "Import Spreadsheet"

Converting a MS Excel file to .CSV:

1 - Open your MS Excel file

2 - Click on File

3 - Choose Save As from the dropdown menu

4- Click Browse to choose where you want to save your file.

5- Select "CSV" from the "Save as type" drop-down menu.

6 - Select Save

Next up, upload your CSV to your Penny contacts. Click below to learn how!

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