Importing your data 1/4: Contacts

Watch this video on how to import your single-line data or read on below:

You can import contacts using the Import button in the top right corner of the contacts sheet. 

How to import your contacts

Your contact CSV file must be structured as follows:

  • Each row in your file must represent one contact.
  • The Country should use the same case-sensitive spelling as the one in the Country column in WeKeep.
  • For Type: allowed values are Customer, Supplier, Investor, Partner, and Other. You can include multiple values separated by a comma. 
  • You do not need to import all columns. WeKeep will allow you to import an incomplete row if you wish. You can then complete the row after you import it.