What kind of files can I upload to First?
First can accept lists of contacts in Excel(.xls) or CSV(.csv) formats. We recommend you only upload lists of people you would actually reach out to - such as past clients, referrers, holiday card lists, neighborhood lists, etc.
You do not need to format your spreadsheets in a specific way. We will take care of that for you!
How do I upload my spreadsheets and CSV's to the app?
Once you have your spreadsheet or CSV ready, save it with a name that will indicate the source it came from and anything you would want to remember about the list (i.e, 2018 Client List or Spring Hill Neighborhood List).
Then simply email your list to email@example.com . We will then add those contacts to your First account. It can take up to a week to process, depending on the size of the list. We will send you a push notification to let you know when your list is ready for review in the app.
We strongly discourage the upload of large ‘farm’ lists or exports from your lead management system. These lists can contain large numbers of unqualified prospects and can degrade your First experience.