How to bulk upload contacts?

Contact Upload Instructions:


You can upload multiple business contacts which will be synched to your iPlum app.

  1. Login iPlum portal . In the left menu, click Contacts & Groups.  Click bulk upload contacts button. Download the template file.
  2. Please do not change the header row. Add each contact in a separate row below the header row. You can add multiple phone numbers for same contact separated by comma.
  3. Mandatory Fields: First Name and Phone#.  Other columns are optional.

    Important: When you open the csv template file in Microsoft Excel or Google Sheets, you will select the phone number column formatting to "Text" and then enter the phone number with country code starting with + sign. e.g. US or Canada numbers will start with +1. You will also put a ' to preserve + sign.

    Example: '+14081231234
  4. Once you have upload the file, you will get an email with the success or failure for each contact.  If there are any errors, only those contacts will not be created.

Contact Download Instructions:

  1. Login iPlum portal . In the left menu, click Contacts & Groups.  Click download button in top section of Contacts page.

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