Speed up your quoting & shipping processes by uploading a CSV file with your current address book. With so many options to fill in, you can specify equipment, contacts, and more!
Access the Address Book
Click into your Address Book from the Account Settings menu. To ensure your data is formatted accordingly, you can download the example.csv to assist. Once your CSV is ready, choose the file and select Upload.
Upload and Verify
After selecting Upload, we'll offer a quick overview of the field mappings. Take a look to make sure the columns/data are synced as intended - then select Upload one last time.
Confirmation
Once this is complete, you should see the following confirmation. If you run into issues, please contact our support team via Chat, Email, or Phone at 913-353-6188.
