To import your existing contact information into SleekFlow, start by clicking on the "Contacts" tab on the menu bar and selecting "Lists" in the dropdown.
Then, click on the white "Import" button on top right-hand corner of the list table.
You will then be led to the import page. Click on the "Download" button to download a .CSV template for you to organise your contact information with and then click on the blue "Next" button at the bottom right-hand corner of the screen.
Drag and drop or choose your .CSV file into the grey box to upload your contacts and click on the blue "Next" button at the bottom right-hand corner of the screen.
Check that the columns from your .CSV file matches your columns in SleekFlow. Then, scroll down and click the blue "Next" button on the bottom right-hand corner.
Give your list a name and ensure that you are allowed to contact your imported contacts before clicking the "Next" button and starting the import process.
Then you're done! The imported list will show up on the "Lists" page.
You can update your existing contacts by following the same steps used to import new contacts. Your existing contacts will be identified using their phone number and email. Thus, new contact information will be matched and updated accordingly.
Alternatively, update existing contacts by:
Exporting a contact list from the "Lists" page by hovering over the list and clicking the "Export" button.
2. Editing and update contact information
3. Uploading the .CSV file onto SleekFlow to import.
The index shows the allowed inputs for each of the labels.