How do I upload and map a contact list?

You can upload an existing CSV or Excel spreadsheet without rebuilding your contact list in a new format first.

1. Open Contacts and choose the option to upload a contact list.
2. Select the CSV or Excel file you want to import.
3. Review how the columns in your spreadsheet have been matched to the available contact fields.
4. Correct any fields that were matched incorrectly or were not recognized.
5. Confirm the mapping and complete the import.

Wise Pelican recognizes common variations in spreadsheet headings. For example, headings such as "Mailing Address," "Mailing Addr," or "Address 1" may all be matched with the corresponding contact field.

Your contacts are not saved until you have had the opportunity to review the mapping. This helps prevent names, addresses, and other information from being added to the wrong fields.

If the same person appears more than once, see How are duplicate contacts handled?