User Guide
Search…
Import your contact data into Workevo
To import contact list with file ".CSV", please follow these steps:
Step 1: In the Contact section -> Import contact then drag and drop your .csv file into the area as shown below or click on the box and select the name of .csv on your computer.
Could not load image
Note: the size of .csv file cannot exceed 16MB.
Could not load image
Step 2: Select the action you want to perform with the information in the file and click the "Next" button to go to the next step.
Could not load image
Step 3: Click the "Next" button and check the information from your file with the properties of Workevo and adjust accordingly and click the "Next" button to go to the next step.
Could not load image
Step 4: Tag the information you have just uploaded (If necessary) and then press the "Next" button.
Could not load image
Step 5: Check the feedback to correct your information and click the "Start import" button to start importing information from your file into the contact table.
Could not load image
Step 6: The message confirms the successful upload of the .csv file, and it may take a short time for Workevo to display the full client file in the contact store. Click the "Go to contact" button to see your contact list and check the information.
Could not load image
Copy link