If you already have lead contacts, one of your first steps in Friendly Automate will be to import those contacts. In this tutorial, you'll learn:

<aside> 📹 Do you prefer a video tutorial? Then follow this link:

Import your contacts in a smart way (video)

Or continue on this page for the text tutorial.


Prepare the contact list for import


Basically, you can import your contact list as it is, for example from Excel. However, some fields must have certain formats for Friendly Automate to recognize them correctly. The problematic fields are marked in red in the table below:


Check these data and adjust them before proceeding.

Finally, save your contact list in CSV format.