How to Import Contacts into Sunrise
With Sunrise, you can create a contact manually, and you can also import your contacts in bulk. This is a great method if you're switching over to Sunrise from a different accounting tool and want to transfer your contacts in bulk into Sunrise.
Create your file for Import
Step 1: In your old accounting platform or your email platform, you will need to export a Contact list in CSV format.Detailed instructions on how to generate this CSV file can be found within the help feature of your various platforms.
To Import into Sunrise
Step 1: In Sunrise you can access the Contact homepage from the My Business tab on the Navigation Menu
Step 2: From the More drop down list, select Import Contacts
Step 3: Click Choose CSV file & navigate to the necessary file(s). Once your file has successfully imported, you will see this message.
Tip: If you click on the blue Export contacts option, you can download an example of how your csv columns should look. We recommend you take the time to compare your exported csv from your chosen platform & edit it to conform to the Sunrise csv example.
Need more help? If you have trouble with this process, send our customer experience team a message by clicking Help on the Navigation Menu or email email@example.com.
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