Uploading a List

This article provides a step-by-step guide on how to upload a list of contacts or companies in Klarity. Follow these instructions to quickly and efficiently upload your list.

Step 1: Access the List Feature

Click the list icon on the left side of your screen, then click "Upload list."

Step 2: Choose Between Contacts or Companies

In the pop-up window, select either "Contacts" or "Companies."

Step 3: Prepare the File for Upload

Use the appropriate format for your file upload based on your selection. You can download an example template by clicking "Download example."

Please note: The upload must be an Excel or CSV file. 

Step 4: Locate and Upload the File

Click the "Browse" button to find the file on your computer or simply drag and drop the file into the pop-up window.

Step 5: Confirm the Upload

Once the file is uploaded, click "Next."

Step 6: Add List Details

Provide a name for the list, add an optional description, and choose whether you'd like to keep the list private or share it with other team members.

Step 7: Submit and Process the List

Click "Submit" to begin processing the list. After the system has finished processing, you can locate the list in the "List" section of the website.

By following these steps, you'll be able to upload your list of contacts or companies in Klarity efficiently and start utilizing the platform to its full potential.