Rather than manually entering contacts, you can upload contacts in bulk using a CSV file. In order for that file of contacts to upload successfully, it needs to be formatted properly.

It's recommended that you start from the organization's Contacts Template. To access that template.

Hover over "Contacts and Assets."

Hover over "Contacts."

Then, choose "Uploads."

From the "Uploads" page.

Click "Download Template."

Not every column in the file needs to contain information, but four columns are required.

First Name.

Last Name.

External ID.

And Record Type.

Contacts without this information will not be uploaded.

Since every column doesn't need to be filled out, it can be easier to delete the ones you are not using.

If a column is not included in the file, its information type simply won't be referenced in the upload.

Meaning that there would be no changes or deletions to the column data that might already exist in the Manager Portal.

Once contact information has been added, make sure that any fields which begin with a zero are formatted properly.

Without proper formatting, numbers that begin with zero could be stripped of that zero.

To make sure leading zeroes are maintained for Zip Codes. Right-click on the column header and choose Format Cells.

Select the "Number" option.

Choose the "General" format dropdown.

Select the "Special" option.

Select the applicable location from the dropdown.

We'll choose "English (United States)".

Choose the "ZIP Code" option.

Now you'll observe the leading zeros are maintained for the entire "Postal Code" column.

Click here

In addition, make sure that the pipe symbol is used to separate out multiple groups in the group column.

Click the selected option

Navigate here

There should be no spaces in between the pipe and the group name.

Information and the Groups field will overwrite what's in the Manager Portal. This can be an issue if a contact has been added to groups that aren't reflected in the contact file.

The asterisk and pipe with no spaces in between them, indicate that the group information in the file should not overwrite what's in the Manager Portal.

Click the selected option

When the asterisk, and pipe are paired with a group name. It indicates that the contact should be added to that new group, but nothing else about the groups they are in should change.