We have contacts from events/canvassing and its easier if I can mass upload these. How can I set up an excel spreadsheet that I can then sync with NB to log contacts?
Official response from Taylor Pineiro
You can upload the .csv of the people and in the upload add all to a list - that way you can do a batch update for contact log.
Here's a suggestion for logging past contacts that you can add your voice to!
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Act for America
Greg Evers for Congress
Marston Digital Solutions
Certified Architect
Certified Expert
Would you recommending sorting and separating the spreadsheet prior to the upload and then batch updating each list individually?
Act for America
Greg Evers for Congress
Marston Digital Solutions
Certified Architect
Certified Expert
Save your Excel spreadsheet as a csv file. Dashboard>People>More>Import. Make sure you have your columns labeled so you can map the fields.