How to Batch Upload Contacts to NOAN Network

NOAN makes it easy to bring your contacts into your workspace—whether you’re importing a large list or just a handful of new connections. Here’s how to do it:

1. Uploading Contacts via CSV

Best for: Large batches of contacts

Step-by-Step

• Prepare Your CSV FileYour CSV must have a column called name (this should include both first and last names in the same cell).

• You can also include these optional columns:alias

• email

• phone

• website

• company

• role

• memo (for any extra info you want to store about each contact - you can add up to 10 memos at once as part of an import).

Example:

• Upload Your CSVGo to the NOAN Network page.

• Click the Upload CSV button in the top right corner.

• Select your file and follow the prompts.

• Review & ConfirmNOAN will process your file and show you a preview.

• Confirm the import to add your contacts.

Note:

• You can’t batch add tags during CSV upload.

• To add tags, see the “Tagging Contacts” section below.

2. Batch Upload via the Assistant

Best for: Small batches or when you want to add tags at the same time

Step-by-Step

• Prepare Your ListHave your list of names and emails ready (you can include other details if you like).

• Ask the AssistantIn your NOAN workspace, tell the assistant: “I have a list of names and emails I want to batch upload as contacts.”

• Paste your list when prompted.

• **Add Tags (Optional)**If you want to tag these contacts, tell the assistant which tag to use.

• If the tag doesn’t exist, ask the assistant to create it and assign it during upload.

3. Tagging Contacts After Upload

• **CSV Upload:**You can’t batch add tags during the CSV upload, but you can ask the assistant to tag contacts after they’re imported.Example: “Tag all contacts with the memo ‘VIP customer’ as ‘VIP’.”

• **Assistant Upload:**The assistant can add tags as part of the upload process for small batches.

Tips & Possibilities

• Use the memo column for any extra info you want to store about a contact.

• Title the memo column, memo, memo2, memo3 and so on up to memo10

• If you need to organize or sort contacts by tags after upload, just ask the assistant.

• For ongoing imports, keep your CSV template handy and update as needed.

Summary Table

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