To upload contacts into Tax Prompter, you must first ensure all of your contacts are in a comma-separated values (CSV) file. Your CSV file may contain a heading row if you want.
Your CSV file must have only four fields;
First name
Last name
Entity
Email address
Once you have prepared your file, save it somewhere convenient and follow these steps:
Either drag the earlier prepared CSV file into the area indicated on the page or click on the Or select file button to locate the save file.
Use the checkbox provided to indicate whether or not your file has a heading row.
Select the Import button.
Tax Prompter will present you with a preview of the first contact of your file. If the fields are correct, the preview should look as expected. If something doesn't look right, click the cancel button and try again after selecting the heading row checkbox.
If, for some reason, the preview data still doesn't look correct, please verify that your CSV file is correctly formatted.
If successful, you should be redirected to the contacts screen, where you should see your freshly imported contacts.