Step 1 : Go to Contacts
- On the left-hand menu, click on "Contacts."
- This will open up the Contacts section where you can manage your existing contacts.
Step 2 : Click on 'Import Contacts'
- At the top-right corner, you'll see the "Import Contacts" button. Click on it.
Step 3: Upload CSV File
- You will be prompted to upload a CSV file. Ensure your contacts are in a CSV format.
- Click "Upload CSV" and select the file from your computer.
Step 4 : Map Fields
- Once the CSV is uploaded, Intellia will ask you to map the fields from the CSV to the corresponding fields in the system (like name, email, phone number, etc.).
- Match each column in your CSV with the appropriate Intellia field.
Step 5 : Check for Duplicates
- Intellia will check for duplicates based on the phone number or email to prevent importing the same contacts again. You can configure how duplicates are handled.
Step 6 : Complete Import
- After mapping fields and confirming settings, click "Submit" to finalize the import process.
Step 7 : Review Imported Contacts
- Once the import is complete, you’ll receive a notification, and the contacts will appear in the Contacts section.
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