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In the Contact Book in the Fundraiser Dashboard, contacts can be imported directly from a CSV document.

1) Go to Contact Book tab and click on Import Contacts button

2) From the pop-up, firstly, download the CSV template by clicking on the link 'click here'.

3) Update the downloaded CSV with the required fields.

4) Then select CSV file option from the pop-up.

5) Click on the blue dotted area to browse the CSV file on your desktop

6) Upload it back and review the uploaded contacts list.

7) Once done, you should see the contacts in your contact book.







Also see Can I import my contacts from a previous campaign?