Import people from a spreadsheet

Bring your contacts into Wyse Atlas from a CSV file. Columns whose headings match a field are filled in, and you can roll an import back.

Save your spreadsheet as a CSV file first. In Excel use Save as, and in Google Sheets use File › Download, then pick CSV.

Open Wyse Atlas, go to the CRM tab and open People.
Open the more menu (…) and choose Import.
Check the Template is People, and choose how to handle duplicates.
Drop in your CSV file and click Import.

Duplicates

Skip duplicates: ignore rows that match people you already have (matched on Email).
Overwrite: update the people you already have with the imported data.
Create new: always create new people, even if they look like duplicates.

Column headings need to match the field names in People, such as Email. Columns that don't match are left out.

Made a mistake? When the import finishes, click Rollback to undo it. Companies, deals and other records import the same way: pick them under Template.