Page 41 - Full Agent Handbook (PRINT)

Add Contacts with Excel

How to add contacts with excel

1. Login to MyConnect

2. Click on the Contacts/Leads Tab on the top menu bar

3. Click on

4. Keep “select source type” as Outlook

5. Keep “Column Separator” as Comma [,]

6. Select

7. Choose your Excel File to be loaded NOTE: You must

have your Excel Doc saved as .CSV format (please see

next page)

8. Once loaded, select Submit

9. Click OK

Step 4
Step 9