In order to upload contacts to PULSE by Penny via spreadsheet, the file format must be in .csv -- here are the steps to do so from an MS Excel File.
Hot Tip: The spreadsheet column headers must match the same as our sample spreadsheet. A sample spreadsheet can be downloaded by going to "Contacts" and then "Import Spreadsheet"
Converting an MS Excel file to .CSV:
1 - Open your MS Excel file
2 - Select File
3 - Select Save As from the dropdown menu
4- Select Browse to choose where you want to save your file.
5- Select "CSV" from the "Save as type" drop-down menu.
6 - Select Save
Next up, upload your CSV to your PULSE by Penny contacts. Click below to learn how!
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