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When starting with the App, you are likely to have multiple contacts to add.  Rather than adding them individually,  it will be quicker and easier to put the necessary information into a spreadsheet and import it in bulk.

  • Click ‘Import’ and select the format you want to upload from.
  • Download a template spreadsheet.
  • Input or copy your contact information into this spreadsheet.
  • Upload the spreadsheet into Vinsight.  (For detailed instructions see How to Import Data.)

Going forward you can add individual contacts using the ‘New’ button, or continue to upload in bulk using ‘Import’ if you prefer.  See Contacts Help Page for more details.