Upload Contact List

To upload a list of your supporters' names and contact information, use the Upload Contact List Feature found under the Dashboard > Manage Users > All Supporters.

Creating your Spreadsheet using the Template 

1. Click on the Spreadsheet Template link under the Upload Contact List 

2. The document will download for you to open, usually on the bottom left of your screen

3. Open spreadsheet template with Excel or Sheets.

4. Enter or arrange your information in the order of the template. All names will be automatically entered as an uploaded guest. Golfer - type Yes. Entrees - make sure the entree selection already exists in the software before uploading.


Save the Spreadsheet and upload data

1. Save the spreadsheet where you will find it; you can rename it if you like or keep the default name. The Save As type defaults to CSV (comma-delimited), leave as default, and save your file.

2. Go to the Upload Contact List 

3. Find your file and Open

4. When done successfully, you will get a green upload successful message on the top right of your screen.

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