1. Start from Dashboard

2. Click on Clients

3. Click on Import

4. Click on Get Started

5. Click on Spreadsheet…

6. Click on Standard…

Multiple is used when you are importing multiple clients under the same contact information

7. Click on Upload

You will be brought to your device's file explorer. From there, select the spreadsheet to import

8. Match the columns on the spreadsheet to the fields in your CRM

Thryv will attempt to detect the column headers and match the appropriate fields. Use the drop down to make certain that each column in your spreadsheet is feeding information to the correct field in Thryv

9. Once all fields are matched, click on Next

10. When an existing contact is found in your spreadsheet, decide whether to skip importing those contacts or replace the contact with the new information

11. Click on Import

12. Your import has begun. You can click on Got It to close this window, and you will be notified by email and in your Thryv inbox when the import is complete.