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How to effortlessly import profiles to streamline your workflow

Effortlessly Importing Profiles: Streamline Your Workflow

To upload multiple profiles, you must first be signed into your account. Then, navigate to your account settings, where you’ll find the profiles menu. From there, you can manage, import, and export all your profiles.

To import profiles, you’ll need to upload an Excel file. You can download our sample sheet, populate it with your information, and then import the .xlsx file. Imported profiles that include existing emails will be updated, while new entries will be added as new profiles.

If you prefer to add individuals one at a time, you can select "Add profile" on the profile page. This option allows you to fill out information for one person at a time. While you can upload dozens of profiles at once using the uploader, please note that images will need to be uploaded individually.

Once you’ve uploaded all the names, titles, phone numbers, and other relevant information, you can go to each individual’s profile to upload the necessary images.

By efficiently importing and managing your profiles, you can streamline your workflow and ensure that all your important information is organized and easily accessible.