Import non-AMS-synced Contacts Into NoteRouter with a CSV File


Create a CSV file with columns for the Contacts' First Name, Last Name, and Email
In the Manage screen, click on Contacts then on Add at the top right and select Import from File


 


Select the CSV file, and answer the Organizing your New Contacts questions. Make sure to NOT allow duplicates

Then click Next then connect the columns from your CSV to the corresponding NoteRouter Fields, then click Finish




Finally, click Finish again once they've loaded - now your new Contacts are in NoteRouter!