Import contacts from a spreadsheet
If your customers are currently in a spreadsheet, you can bring them all in at once rather than typing them in.
- In Excel, Numbers or Google Sheets, choose File → Save as / Download as → CSV.
- In Couchwork, click Contacts, then Import CSV.
- Choose your CSV file. Couchwork shows you how it has matched your columns.
- Choose whether to add them as Shared with everyone or Only me.
- Confirm the import. You'll see a summary when it's finished.
Tip
Put a heading on each column (First name, Last name, Email, Phone, Company…). It makes the matching much more accurate.