Uploading Your Contacts Into Podium

At any time, you can upload contacts from an external spreadsheet into Podium. 

There are two methods of uploading contacts into Podium, and both will be covered in this article: 

  • Uploading a CSV file 
  • Copying and pasting from an external spreadsheet or CSV file 

There are three main places where you can upload your contacts into Podium: 

 

Uploading Contacts in Podium

  1. To access the upload experience, navigate to Contacts in the top menu or the primary action button. Screen_Shot_2022-07-22_at_1.25.32_PM.png
  2. Click Upload contacts.Screen_Shot_2022-07-22_at_1.29.20_PM.png
  3. Choose how you’d like to upload your contacts:
    • Upload spreadsheet: Before uploading, make sure your spreadsheet is downloaded or exported as a CSV file, and that the first row of your spreadsheet contains the headers, or labels, of the contact information included (i.e. First Name, Last Name, Phone Number, etc.). 
      • When you have your CSV file ready, click Choose file and select your file from your computer. Podium can only support files up to 100,000 rows or less than 5MB. Once it’s loaded, you’ll automatically be redirected to a preview of the contact information you’re uploading. If you’re having trouble uploading, learn more about troubleshooting your upload. 4._upload_spreadsheet.png
    • Copy & paste spreadsheet: Copy the rows and columns you’d like to upload from your spreadsheet file and paste it into the text box.  Once it’s loaded, you’ll automatically be redirected to a preview of the contact information you’re uploading. 4._copy_and_paste.png
  4. Make sure each column label matches the information provided. Available labels include First Name, Last Name, Phone Number, Email, Location Phone Number, and Tags. Some labels may be already added, but if they’re incorrect, you can click the label and select a new one from the dropdown. Any column that is left unlabeled will be automatically excluded from this upload. preview_headers.png
  5. To select a label for an unlabeled column, click Select Label and select the accurate label in the dropdown that reflects the information provided in that column. If you don’t want to include this column in your upload, you can select Exclude column.select_label.pngexclude_column.pngcolumn_excluded.png
  6. Once you’re finished previewing and editing your column information, click Continue.continue.png
  7. If your business has multiple locations, you’ll be asked to connect one location to these contacts. The location you select will apply to all contacts in your upload. If your business has only one location, continue to step #9. 8._select_location.png
  8. Then, you’ll be asked to verify the marketing status of your uploaded contacts. If these contacts have provided express written consent to receive marketing texts from your business, then select Subscribed and verify that you’ve read and understood the terms and conditions. If they haven’t, select Not subscribed. You can only send Podium Campaigns to contacts who are subscribed to your marketing texts; those contacts will also appear on your marketing list in Campaigns. When you’re ready click, Continue.9._subscribed.png9._continue.png
  9. Review the summary of your upload. To make changes, click the pencil icon to the specific section you want to edit. If everything is accurate, click Add contacts. Screen_Shot_2022-07-22_at_2.09.51_PM.png
  10. As your contacts upload,  you can add custom tags to this list. Tags are optional, so if you’d like to skip adding any, click Skip. To search existing or create new tags, type the custom tag directly in the text box. You can add as many as you like. When you’re done, click Add tags to continue.11._add_tags.png11._second_image.png
  11. The file will continue loading until it’s fully processed. Once it’s 100% uploaded, your contacts list will reflect these recent changes. Now, you can message your contacts to send out payment requests, campaigns, review invites, and much more.