Add contacts with Import CSV, Phone Import, Self Serve Form
Add contacts to Geniechat
Geniechat is designed to help you keep track of your engagement activities. There are a few ways to getting contact information into your Geniechat account.
1. Moving your contacts from another system? Easily import via CSV from the desktop version of Geniechat.
- Be sure to have the same exact columns in your CSV file as the demo file. To download the demo file, click here.
- If you have any extra columns in your file, the import will not work. For instance, if you have a column for "Customer ID" - our file does not have this column because we do not import that information. Therefore, you will need to delete that column and any extra column that doesn't match.
- You do not need to have information in every column, but do need the column header at minimum.
- The only columns you should have are these 19:
- First Name (be sure your column header says First Name, it will error if the column header only has "First")
- Last Name (be sure your column header says Last Name, it will error if the column header only has "Last")
- Email
- Phone Number
- Facebook (be sure to include the entire link with the https://www.facebook.com/etc)
- Instagram (be sure to include the entire link with the https://www.facebook.com/etc)
- Linkedin (be sure to include the entire link with the https://www.facebook.com/etc)
- Tiktok (be sure to include the entire link with the https://www.facebook.com/etc)
- Twitter (be sure to include the entire link with the https://www.facebook.com/etc)
- Street Address (there is only one field for address, so be sure to combine Apt #'s and such into that one field)
- City
- State
- Country
- Zipcode
- Birth Day
- Birth Month
- Connected with me about (leave this column blank and use tags to organize contacts)
- About (use this column for any notes you'd like imported into the Notes field)
- Tags (be sure to format tags with # hasthag and a , comma between tags #customer,#lovesgold,#host)
2. Have your contact enter their contact information FOR YOU by sharing your contact entry link. Here's how to do that on from either your phone or desktop app.
- Click Contact Library
- Click the Copy Icon next to the page title "Contacts"
- Click OK on the pop up
- Now you can paste the link in any email, message, etc. You can also make a QR code to the link to share as well as make a bit.ly link for easy remembering.
3. Enter single contact quickly by clicking in "Contacts" section and clicking +Create.
4. Import contacts from phone quickly using the "Sync" button in your Geniechat app.
- Click Contacts in the App
- Click "sync device contacts" button in top right of screen
- Click "allow"
- Click again, "sync device contacts" button in top right of screen
- Select the contacts you would like imported into your Geniechat
- Click done!
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