Use this article to bulk upload multiple contacts to Perchwell from a CSV (comma-separated values) file: open the Upload Contacts window, download and fill in the CSV template, upload the file, fix any import errors, and invite the uploaded contacts.
When to bulk upload contacts
Bulk upload contacts when you have a list of contacts to add to Perchwell at once, such as:
A contact list exported from your CRM (customer relationship management system)
A client list from a spreadsheet or another outside source
Tip: Upload no more than 100 contacts at a time. To add more than 100, split them into several CSV files and upload each one.
Members who joined Perchwell from a legacy platform may already have their contacts in Perchwell.
Open the Upload Contacts window on the Contacts page
Open the Upload Contacts window from Upload on the Contacts page. Bulk upload works in Perchwell in a web browser, not in the Perchwell mobile app.
Steps:
Click Contacts in the top navigation
Click Upload in the upper right of the Contacts page
The Upload Contacts window opens.
Download and fill in the CSV template
Download the CSV template from the Upload Contacts window, then add your contacts to it.
Steps:
Click CSV template in the Upload Contacts window
Open the downloaded template in a spreadsheet program
Enter your contacts in the template
Save the file in CSV format
Your CSV file is ready to upload in the Upload Contacts window
CSV template requirements for bulk upload
Fill in the CSV template to these requirements so the bulk upload finishes without errors:
Required fields: Include a First Name, Last Name, and Email Address for each contact.
Optional fields: Add a Phone and up to five additional emails in Additional Email 1 through Additional Email 5.
Unique email addresses: Give each contact a different email address. Duplicate emails are not allowed.
Column headers: Keep the template's column headers exactly as they are. Do not rename or reorder them.
Tip: When exporting a CSV file from Apple Numbers, deselect "Include table names" to prevent an extra row from appearing in the exported file.
Upload the CSV file and review the import summary
Upload your completed CSV file in the Upload Contacts window, then check the import summary before you finish.
Steps:
Drag your CSV file into the upload area, or click Browse or drag and drop
Click Next
Review the contact count and any error messages in the import summary
Click Next
Perchwell adds the uploaded contacts to the Contacts page.
Fix bulk upload errors in the import summary
Fix bulk upload errors by correcting your CSV file and uploading it again. The import summary shows an error message for each problem it finds, such as:
Email must be a valid email: An email address in the file is not in a valid format.
Email can't be blank: A contact in the file has no email address.
Email already exists: The email address already belongs to one of your contacts.
Steps:
Correct each error in your CSV file
Save the file in CSV format
Upload the corrected CSV file in the Upload Contacts window
Click Next
Review the import summary
Click Next
Perchwell adds the uploaded contacts to the Contacts page.
Tip: If the bulk upload still fails, download the CSV template again and paste your contacts into its columns.
Invite bulk uploaded contacts to Perchwell
Invite bulk uploaded contacts to Perchwell after the upload finishes, from each contact's profile or all at once from the Actions menu on the Contacts page. The Upload Contacts window does not send invitations. This article walks you through sending an invitation: Invite Clients to Perchwell.