Importing Contacts into AgriSync

Every Advisor within a company's AgriSync account has a shared Contacts list. You can add customers to this list in a variety of ways.

From your Phone's Address Book
On the AgriSync mobile app, click on the Directory tab and find your phone's Address Book
Search or scroll through your address book and click on the contacts you'd like to add into AgriSync
Click 'Add to Trusted Contacts'
Go into the Contacts page to view your team's contacts. Click on a contact to create a new ticket.


Import from the Web Dashboard
Sign-in to your account online at www.agrisync.com
Click on the Contacts tab
Choose to either individually import or bulk import a list of contacts
To bulk import a list, you need to download the sample CSV file, fill-in your contacts' information, and upload it back into AgriSync. After uploading your CSV file, you can preview the file to make any needed changes before importing.

You must know your contacts' first and last names and phone numbers to successfully upload
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