Adding, Importing & Exporting Contacts
You may already have a list of contacts that you want to send your completed iDecide presentation to. Or you may want to add your contacts to another program such as a CRM. This is easy with iDecide, and important so everyone you want to see your iDecide, does!
Adding a single contact
You can add a single contact by logging into the iDecide Back Office, navigating to the contacts page, and choosing the “ADD CONTACT” button at the bottom left of the page. You can also log into our mobile app and choose “ADD CONTACT” at the top of the home page.
Here, you can choose to upload, which will open a window so you can navigate to, and pick your file, or you can drag and drop your file straight into the site.
Keep in mind your .csv file must have a header row, and at least a name field must be present. You may also want to include:
Your .csv file should look something like this before exporting.