How to Import Contacts

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 List Management in the main navigation bar
  • 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: 

TypeDifferentiates 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
  • 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.


Related Articles

Leave A Comment?