Before Importing Contacts:  If you want to add contacts to groups, you need to make sure you create the group before you begin the upload.

Please Note: Contact imports will produce duplicates. FundHero is currently limited to 500 contacts in the basic version. You will need to upgrade to premium to add more. 

Importing Contacts:

• Click the Settings gear icon in the main navigation bar
• In the Settings drop-down, click Import
• Scroll down to navigate to Import Contacts and click  New Import
• Download the CSV file
• Copy and paste your data into FundHero’s columns
• Save the file as a .csv (comma separated values)

Column Heading Notes: 

Type: Differentiates an individual contact from an organization

Organization: Where the contact works

Title: Contact’s Job Title/ Position

• Click Choose File, select your CSV file, and click Next
• Match the columns from your CSV to the FundHero database
  • Optional: Add a tag
• Confirm that the number of contacts to be imported is correct and then click Import Contacts

To create an individual contact in FundHero check out this article here.