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Import Contacts: Streamlined Contact Addition to Groups

The Import Contacts feature in iTextPro facilitates a straightforward process for users to add contacts to groups efficiently. This section outlines the simple three-step process for importing contacts, providing users with multiple options for streamlined contact management.

Import Contacts


Three Methods for Importing Contacts

Import Methods

1. Import From a File

Bulk import contacts from a file (.xls / .csv / .txt).
This method is suitable for adding a large number of contacts simultaneously.

2. Copy and Paste

Copy and paste contacts directly from an Excel sheet.
This method offers a quick and flexible way to input contacts.

3. Manual Entry

Add contacts one by one manually.
This method is suitable for situations where a small number of contacts need to be added.

Manual Import


Steps to Import Contacts

  1. Select Group
    Choose the specific group to which you want to add contacts from the dropdown menu.

  2. Select Import Method
    Choose the preferred method for importing contacts:

  3. Import From a File – Bulk import from a file.
  4. Copy and Paste – Directly copy and paste contacts from Excel.
  5. Manual Entry – Add contacts one by one.

  6. Confirm and Complete
    Confirm the addition of contacts by clicking on the Done button.


Usage Guidelines

  • Efficient Group Management – Use the Import Contacts feature to efficiently manage contacts within specific groups.
  • Bulk Import – For large datasets, opt for the Import From a File method for bulk contact import.
  • Quick Copy and Paste – Use this method for rapid addition of contacts from Excel.
  • Manual Entry – Ideal for adding a few contacts individually.

Note: Ensure that the file format (.xls, .csv, .txt) is compatible when using the Import From a File method.