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InfoFlo Pay-KB

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How to Import New Contacts or Update Existing Contacts

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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:

  1. Select “Contacts” from the left hand menu.
  2. Click on the “Import Contacts” button located on the top right.
  3. Select “Add New Contacts” to import new contacts or select “Update Existing Contacts” to update contacts.
  4. Click the “Choose File” button and select your .csv file.
  5. Click “Upload File”
  6. Map the fields from the .csv on the left to the fields in InfoFlo Pay on the right.
  7. Click “Begin Import”