People (CSV Import)

For importing people you need to have a correctly formatted CSV filled with data according to the fields below. We recommend you to download the pre-formatted example CSV and then filling in your own data

Field types and options:

• First Name (Text): Can be any text

• Last Name (Text): Can be any text

• Position (Text): Can be any text

• Email (Text): Formatted as an email address

• Type (Text): Set as either "Internal" or "External"

Example Table

First Name	Last Name	Position	Email	Type
Jack	Sprat	Sales Manager	[e-mail]	Internal
Jennifer	Eckles	CFO	[e-mail]	External

Once you have your CSV ready follow the steps in How To Import Data to import it.