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CaseFleet's case contacts import feature provides a superior way of adding up to 500 contact records to your case in bulk from a CSV file, rather than having to create new contacts one at a time.
Preparing Your Contact Data for Import
To upload contacts, prepare a CSV file with the following headers:
name* (for entity/organization contacts)
address line 1
address line 2
Importing Contacts to Your Case File
To upload contacts, visit the Contacts tab in the appropriate case file and click the import button at the top-right of the contacts list:
Upon clicking the button, the following pop-up will be displayed:
Choose the appropriate CSV file from your computer files, or drag and drop the CSV file in the blue upload area. A preview of the contacts to be imported will be generated, along with any warnings or error messages. Here you can choose to continue with the import by clicking the orange button at the bottom of the preview list, or by clicking Cancel to exit the tool:
Once your contact import begins, you will see the orange Save button indicate the percentage progress of the import. You can monitor here, or click the "Close" button to continue working while the import progresses in the background.
Merging Duplicate Contacts
After importing a set of contacts to your case, CaseFleet advises reviewing your contacts list for possible duplicates. To learn more about how to merge duplicate contacts in CaseFleet, click here.