Uploading your contact list to the iLife CRM allows you to engage and track your existing clients. After uploading your contact list, you can use the iLife CRM to call, send emails, or send text messages with a call-to-action (CTA) that drives them back to your iLife website. Refer to the video below for an instructional walkthrough or below for the step by step instructions.
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1. Log In to iLife.tech:

- Open your web browser and navigate to iLife.tech

- Log in using your phone number in the top left side of the screen.

2. Access the Client Pipeline:

- After logging in, you'll be directed to your Client Pipeline dashboard.

3. Add Contacts and choose Bulk Import:

- Click the "Add Contacts" button on the Client Pipeline dashboard interface.

- Then, click "Bulk Import from CSV".

4. Download the template:

- In the window that appears, click "template".

- This will initiate the download of a template file that you need to follow in order to upload your contacts.

5. Open template and your list of contacts:

- Navigate to the folder where your downloads are saved and open the downloaded template file.

- Keep this template open for reference.

- Simultaneously, open the spreadsheet containing the contacts you wish to upload to iLife.

6. Match your list of contacts with template:

- On the template, identify the order of columns required: first name*, last name*, phone number (###-###-####), and email*.

- Ensure the columns in your spreadsheet match this exact order and headers of each column are formatted to the exact format in bold above.

8. Populate Required Fields:

- If your list of contacts is missing any information in the first 4 required fields (first name*, last name*, phone number (###-###-####), and email*), you will need to fill that cell with a character, like the following:
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​If the first name is missing, type a letter or number
If the last name is missing, type a letter or number*
If the phone number is missing, type numbers in this format ###-###-####
If the email is missing, fill the cell with this format: xxx@xxx.xxx
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9. Save Your Formatted Spreadsheet:

- After adjusting your spreadsheet to match with the template, save your changes.

10. Return to iLife.tech:

- Go back to the iLife.tech and navigate to Bulk Import from CSV.

11. Select File for Import:

- Click "Select File", and then select the file from your saved documents.
- Click "Open" on the file you wish to upload.

13. Initiate Import:

- After selecting the file, click the "Import" button to initiate the contact upload process.

14. Contacts Uploaded Successfully:

- After you have completed the steps above, when the import finished, you will receive an email letting you know.
- All new contacts will appear in your iLife Client Pipeline Dashboard!