Neal MannDec 3, 2025

Upload Contacts in Bulk 🚀

1view

Upload Contacts in Bulk 🚀

Neal Mann

Upload contacts in bulk to known network using CSV files or by providing a list to the assistant. The system automatically organizes contacts and their companies, with an option to add detailed memos via CSV.

Upload Contacts in Bulk 🚀

Neal Mann

Upload contacts in bulk to known network using CSV files or by providing a list to the assistant. The system automatically organizes contacts and their companies, with an option to add detailed memos via CSV.

Transcript

00:00

Uploading contacts on NOAN is really easy.

00:03

There's a couple of ways to extract them.

00:05

one is you can go into network and you can hit import contacts from a CSV file.

00:12

This is dead easy and simple.

00:13

You just need to be aware of a couple of things.

00:14

When you add the CSV file, you just have the name.

00:18

There's no first name, last name on NOAN network.

00:20

The assistant will extract the first name when it needs it.

00:23

So, so you just have a column called name.

00:25

You can then add the following columns if you choose.

00:28

so that could be Alias, email, phone, website, company role and Memo.

00:33

The last one's important.

00:34

If you have extra detail about a customer, and you're moving from one CRM into NOAN network, just create a column called memo and then add that extra detail of the customer in there.

00:46

and then they will all be added to the customer when you batch upload.

00:51

The other thing to know is that if you have multiple users, for example, you're adding as contacts, they might be from the same company.

00:58

When you add them, GNOME will automatically sort that out behind the scenes and will connect their companies for you.

01:05

The other way to add contacts in bulk is to give the assistant a list of contacts, with their names and say I want to add these contacts and it will create those contacts for you.

01:19

This works best when it's not a huge list.

01:22

much better for smaller groups, say for example 20, 30 clients or customers or investors.

01:28

Really easy way to do it.

01:30

You can also ask the assistant here to tag those when you upload them, which streamlines the tagging process.

01:38

What you can't do when you batch upload is add a tag.

01:41

Yet you have to add that retrospectively, with the assistant here or in NOAN network.

Upload Contacts in Bulk 🚀 — Tella