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      How Do I Import New Contacts to Swell?

      A step-by-step guide on how to mass import contacts to Swell.

      1. Create a Contact Group (Optional): Navigate to People > Contacts > Contact Groups > Add Group.

      2. Export Contacts: Export your contacts as a .CSV file from your patient management software. If you need help, please contact their support team.

      3. Format Your CSV File: Ensure your file includes columns for Name, Email, and Phone number in that exact order, with no extra columns.
        Screen Shot 2022-10-27 at 8.59.18 AM

      4. Import Contacts into Swell: Navigate to People > Contacts > Import Contacts.

      5. Upload Your CSV: Drag your file or click to upload contacts from the CSV file.

      6. Review Errors: Under the Status column, click Review. You can choose to either delete any error records that appear, or toggle to ignore them; these contacts will not be imported.

      7. Assign Locations: Select the location these contacts will be associated with.

      8. Add Group (If Applicable): If you created a contact group, you’ll see an option to select it after choosing the location.

      9. Click Import Contacts to complete the process