User Guide
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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.
Note: the size of .csv file cannot exceed 16MB.
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.
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.
Step 4: Tag the information you have just uploaded (If necessary) and then press the "Next" button.
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.
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.
Last modified 5mo ago
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