Import Contacts

Created by Naquiya Badri, Modified on Sun, 31 Aug at 4:54 AM by Naquiya Badri

Contacts in a CRM system are individual people your business interacts with, such as customers, prospects, or partners. They store key details like name, phone number, email, and job title. Each contact is linked to companies (accounts), deals, and activities. This linkage allows your team to track every conversation and interaction in one place. It enhances better relationship management.

Importing Contacts to Zhylar Platform

Log in to Zhylar
Go to Left-hand navigation panel
Click on Companies

The Companies list view will open.

From the top-right hand corner, click ⋮ 3 dots beside +New Company
Select Import Contacts.

You will be taken to a new page.
Upload a file in .xlsx format with the details of your leads.

If file is not ready, Download Template File from the right-hand corner.

Fill out the data in the filed provided.
All fields marked in * are mandatory.

For some fields, entry can be punched manually.
For others, such as salutation, country and such, a drop-down arrow will be there. You can select one of the pre-filled values.

Once done, upload this file back in the space provided by clicking on the Upload File button.

Click Import Contacts.
Your Contacts will be added to the system.
Click on Go to All Contacts to go to Contact List View page.
You can now see this newly added company in the list view.
In case there is an error with the file upload, simply click Replace File and try again.

Once your Contacts have been imported, you can now proceed. Read about how to navigate through the Companies module at Zhylar.

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