Import contacts from a CSV file

1. On Contacts, press the cloud icon at the top right and choose Import Contacts (CSV).

   

   Import Contacts.

2. Prepare a CSV file with a header row. Only Name is required; the other columns are Kind (Person, Organization or Client Group), Contact Type, Client Identifier, Email and Phone.

3. Press Choose File, pick the file, and press Import.

If any row has a problem, nothing is imported and BMS says which row to fix.

Tip

An export writes the same columns, so a list exported from BMS can be edited and imported back.