Importing Contacts from a .CSV File (Pro Feature)

Adding a contact to InsureSign via a .CSV file is a quick and easy way to import your contact list. 

First Navigate to your Account menu then select the My Contacts Tab. 


Select the Import Contacts - Upload .CSV button and choose your file.

The addresses contained on this list will now be listed below on your internal contact list for your account. 

Please note that there is a specific format for the .CSV file to be imported -
Example below. 

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