Navigation - My Admin 4 >> My Firm >> Contacts >> 'Import Contact' button

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Help/Guide

Contacts can be imported directly into Capium through My Admin, and upon a successful import, you will be able to assign these contacts to your clients by creating a 'Contact Link' within a client's workspace.


Head to My Admin by following the navigation above and click on Contacts page. You will then see 2 options at the top of that page: 'Import Contact' & 'Add Contact'.



Once you click on 'Import Contact' you will be greeted with the below pop-up interface where you will need to follow the guidance provided;


1. Download the CSV template provided


2. Populate the file with your Contacts' data


3. Upload the file back into Capium