To import multiple Contacts click the Import Contacts button in the upper right of the Contacts area.
Note: Contacts must be added to your Organization (entity) first before importing Capital Calls, VeriPays, and Invoices or assigning Contacts as Members of a Room.
The Import Contacts screen provides an overview of the fields required to import Contacts and the template for importing Contacts. Use the provided template to format your Contacts data before starting the import. Make sure your import file contains the header row included in the template file.