Import Contacts

In this article, learn how to import your contacts


Last updated: February 23, 2023

Bulk importing your contacts into your Upper Hand account allows you to avoid having to invite them individually.

This is a great next step after you have set up all your Events, Classes, Memberships and Credits Passes and are ready to "go live" to your current client base.

Import Contacts

  • Log in to your Upper Hand account and hover over the left navigation bar, click Contacts.
  • Click the blue cloud icon that says Import

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  • Click Download Template to download a spreadsheet that will provide you with the format that's needed to import
    • Note: the spreadsheet must be in .csv format and all required fields must be filled in
    • Note: a blank required field will result in a failed upload
  • Input all the fields in the spreadsheet
  • Click Upload (.csv)
    • Note: Once the .csv is successfully uploaded all clients will receive an invite to create accounts so only complete this step when you are ready for them to receive communication.

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