How do you add contacts to groups via CSV?

Admins can import contacts to the organization using CSV files. The CSV should be organized in columns such as firstName, lastName, email, and a group attribute like “Group Name”. The last column is how you can sort volunteers into groups.

Before importing contacts, ensure that you have created groups in the POINT dashboard. Then, in the CSV file, make sure to include the identical group name in the group column to associate the contact with the group.

Once the CSV file is correctly formatted as per the instructions provided above, simply click on the "Create Contacts" button and choose the option to "Import a CSV" on the Contacts page.

Questions? Email us at  support@pointapp.org.