Flou

In this article, you'll learn how to upload and add multiple contacts at once to your Flou CRM, saving time and improving efficiency.

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Benefits of Adding Multiple Contacts at Once:

Managing many contacts can be overwhelming, but with Flou's bulk upload feature, you can add multiple contacts in just a few steps. Here are three key benefits:

Save Time: Upload hundreds of contacts at once, instead of entering them individually.

Reduce Errors: Avoid manual data entry mistakes by using a standardized template.

Streamline Organization: Ensure all your contact information is organized and updated in one central place.

1. Save Time: Upload hundreds of contacts at once, instead of entering them individually.
2. Reduce Errors: Avoid manual data entry mistakes by using a standardized template.
3. Streamline Organization: Ensure all your contact information is organized and updated in one central place.

Step 1 – In your "CRM" view, click on "New Contact – Bulk Upload"

Navigate to your CRM section in Flou and click on the option to bulk upload contacts.

Step 2 – Copy and Download the Template

Click "File &gt; Make a Copy" to download the CSV template, which helps you organize your contact data.

Step 3 – Enter Contact Information

Open the template and fill in the required contact fields. You can duplicate rows for each contact and enter the information you have:

1. First Name
2. Last Name
3. Email
4. Address
5. Phone Number
6. Birthday
7. Country (select)
8. Society (select)
9. IPI/CAE

If the contact is a company, you'll also need: 10. Company ID (e.g., EIN) 11. Company Name

Social media fields: 13. Facebook 14. Instagram 15. LinkedIn 16. X (formerly Twitter) 17. Role

Record label fields (if applicable): 18. Record Label Name 19. Record Label Email 20. Record Label Phone Number 21. Record Label Address 22. Record Label Country 23. Record Label City

Publisher fields (if applicable): 24. Publisher Name 25. Publisher Email 26. Publisher Phone Number 27. Publisher Address 28. Publisher Country 29. Publisher City 30. Publisher IPI

Step 4 – Download as CSV and Upload to Flou

Once you've filled in the template, save it as a CSV file. Upload the CSV to Flou by selecting the file, and you'll see a preview of the data before import. Once you're ready, click "Start Import."

Step 5 – Manage Your Contacts from Flou

After the upload, your contacts will appear in your CRM. You can click on each contact to edit or update their information as needed.