Importing & Updating Contacts

Add all your contacts records in one go. No manual mapping necessary.

Importing New Contacts

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.

Lists Page

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.

Import Page

The downloaded .CSV file is personalised and will already be populated with the labels and columns that you have previously created in the "Contacts" tab

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.

Upload .CSV to SleekFlow

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.

Ensure that columns match on both .CSV and SleekFlow

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.

Name your list and ensure compliance

Then you're done! The imported list will show up on the "Lists" page.

List import completed

Updating Existing Contacts

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:

  1. Exporting a contact list from the "Lists" page by hovering over the list and clicking the "Export" button.

Export the list from the "Lists" page

2. Editing and update contact information

Update contact information

Ensure that the cell contents in the "ContactId" column are not changed as your existing contacts will be identified and updated according to their Contact ID.

3. Uploading the .CSV file onto SleekFlow to import.

Import into SleekFlow

Preparing Your .CSV File

Reading the Index

The index shows the allowed inputs for each of the labels.

The index can be found at the bottom of the downloaded .CSV example file

For example:

Contact owner can be: Peter Leung;Henson Tsai;Paul Lo;Nick;Crystal

This means that under the column "ContactOwner", only "Peter Leung", "Henson Tsai", "Paul Lo", "Nick", and "Crystal" are allowed.

The content under the index must be typed as is.

This means that "Henson Tsai" will be recognised, but " Henson Tsai", "HensonTsai" and "Henson Tsai " will not be recognised.