How to Import New Contacts or Update Existing Contacts
InfoFlo Pay lets you import all of your contacts or update existing contacts. To do this you need a .csv export of all contacts. The rest of the steps are listed below:
- Select “Contacts” from the left hand menu.
- Click on the “Import Contacts” button located on the top right.
- Select “Add New Contacts” to import new contacts or select “Update Existing Contacts” to update contacts.
- Click the “Choose File” button and select your .csv file.
- Click “Upload File”
- Map the fields from the .csv on the left to the fields in InfoFlo Pay on the right.
- Click “Begin Import”