--- title: Bulk Uploading Contacts description: This article goes over how to bulk upload contacts into your Manager dashboard. --- [Skip to content](https://support.verivest.com/knowledge/bulk-uploading-contacts-verivest-help-center#main-content) English Show submenu for translations ![Verivest-Logo---Blue-Mark---Dark-Text.png\]](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo---Blue-Mark---Dark-Text.png?height=50&name=Verivest-Logo---Blue-Mark---Dark-Text.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Verivest LLC Go to Verivest LLC How-to guides and answers from the Verivest team - There are no suggestions because the search field is empty. 1. [Verivest Support Library](https://support.verivest.com/knowledge?hsLang=en) 2. [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en) 3. [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management) # Bulk Uploading Contacts ## This article goes over how to bulk upload contacts into your Manager dashboard. The Manager Portal's Contacts section now allows you to import multiple contacts at once using a bulk action. This feature makes it easier for your firm to maintain a comprehensive list of potential investors and simplifies the process of uploading shared contact lists for proactive outreach. By consolidating all potential investors in one place, your firm can stay organized and avoid missing out on valuable opportunities. 1. Click the **Contacts** section in your Manager dashboard 2. Click **Bulk Import** 3. Download our [contacts template](https://cdn.testverivest.com/app/contacts/Verivest_Contacts_Import_Template.xlsx) **Our portal's Contact template formats phone number columns as text to ensure that the entered data imports correctly. When copying and pasting from other spreadsheets, please be sure to follow that format.** 4. Fill out the contact template with the necessary information. The required fields are: ***first and last name, and a valid email address.* Providing the home, work, and mobile phone numbers, as well as the contact's company, title, and tags are not required but optional.** πŸ‘‰πŸ½ **Important things to note:** -To enter a phone number with an extension, use β€œ**ext**” in the phone number field -For U.S. phone numbers, you do not need to add a β€œ+1” or β€œ1” before the area code -For international phone numbers, please be sure to add a β€œ+1” before the area code 5.Upload the template by either dragging the file and dropping it into the portal or browse your computer files for the saved template. ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio825543075c237632c026de136c81919efimage+(18)-1.png) 6\. Once uploaded, click **Continue** to proceed ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio82554317886f0bb0e0c1bf97f6b28da47image+(19)-1.png) 7\. Review the information extracted from the uploaded template ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio825543290d51a9f2c1dbd5369827ac961image+(20)-1.png) ***If you are missing any of the necessary information for a contact, or if you have entered an email address that already exists in our database, you will see an error screen similar to the example above.*** ​ 8\. Once you are satisfied with the changes made to the original template, click **Re-upload**. ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8255440650b1c81f7831ffa806780b0a3image+(21)-1.png) 9\. Review the information extracted from the uploaded template again, then click **Import Contacts** to proceed. ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio82554414474659935d8b807b4cbda70b3image+(22)-1.png) πŸ‘‰πŸ½Note that any contacts that were imported will be labeled with a white tag. This will help you distinguish them from other contacts. ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8255442302acbc903958cf0995d4768ebimage+(23)-1.png) - [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en#main-content) - [Getting Started](https://support.verivest.com/knowledge/manager-support?hsLang=en#getting-started) - [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support?hsLang=en#using-the-manager-portal) - [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management) - [Managing Investments](https://support.verivest.com/knowledge/manager-support?hsLang=en#managing-investments) - [Educational Series-Webinars](https://support.verivest.com/knowledge/manager-support?hsLang=en#educational-series-webinars) - [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en#main-content) - [Welcome](https://support.verivest.com/knowledge/investor-support?hsLang=en#welcome) - [Understanding Your Portal](https://support.verivest.com/knowledge/investor-support?hsLang=en#understanding-your-portal) - [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support?hsLang=en#managing-your-investment-accounts) - [Accounting Tools](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#main-content) - [Accounting Support](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#accounting-support) [![Verivest-Logo-Mark-Govenor-Bay-1](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo-Mark-Govenor-Bay-1.png?width=100&height=100&name=Verivest-Logo-Mark-Govenor-Bay-1.png "Verivest-Logo-Mark-Govenor-Bay-1")](http://verivest.com) Verivest LLC Help Center Copyright Β© 2026, Verivest