Importing contacts into Signi

Importing your contacts into Signi saves you time and makes your daily work with Signi easier. This guide will walk you through the process of importing contacts using a CSV file.

Step 1: Prepare your CSV or XLSX file 

Before importing your contacts, you need to create a CSV file, or alternatively an Excel file. To get started, download our sample CSV file by clicking the button below:

Download sample CSV file

Make sure your CSV file meets the following guidelines:

• The file must contain the following fields: First Name (firstname), Last Name (lastname) and Email (email). The other information is optional.
• Save your CSV file with UTF-8 encoding to avoid character encoding problems.

The CSV file can contain custom fields such as birth number, child's name, etc. If you want to use custom fields, you must have purchased the Patterns module and have a template ready to fill in the fields by contact. For more information, please contact us by sending an email to sales@signi.com.

You can combine the import of contacts with bulk distribution of templates, e.g. Personal Income Tax Statement. For more information, see How to send documents in bulk

Download a sample CSV file for a sample Personal Income Taxpayer Declaration

Step 2: Open Signi and go to the Contacts section 

Log in to your http://app.signi.com account and go to the "Contacts" section.

Step 3: Import contacts

Click the arrow to the right of the Create Contact button to select the option to upload contacts from a file.

Step 4: Upload your CSV file

Select the CSV file you prepared in Step 1 and click the Upload button.

Step 5: Check uploaded contacts

Once the contacts have been uploaded successfully, the contacts will be displayed in Signi.