Before you can Upload your Contacts into a Sphere.
You need to First Collect your Contacts Information into a .csv Spreadsheet File.
If you have your Contacts Information Saved into Any type of a Spreadsheet File.
You can Easily Convert it into a .csv File.
A basic Internet Search will show you how.
It's also Important that your .csv File does Not contain any Hyphens (-) or other Special Characters.
You can only use Letters and Numbers.
Our System does not Recognize Special Characters.
To Start Uploading Contacts into your offrs Account.
Click on your name in the top right corner.
Click on Account Settings.
In the My People menu.
Click on the Upload Sphere Contacts item.
You need to Create a Sphere for your Contacts to go into.
Click on the CREATE SPHERE button in the top right corner.
A window will open.
There are 3 Sections:
- Sphere Name
- What is the status of people in this Sphere?
- How would you describe people in this Sphere?
Enter your Sphere's name in the bar.
This is how you can tell your Spheres apart.
What is the status of people in this Sphere?:
In this section. Select the Status you want to give all the People that are Uploaded into this Sphere. You can only Select 1 option.
How would you describe people in this Sphere?:
In this section. Select the Tags you want to give all the People that are uploaded into this Sphere. You can Choose as many Tags as you like.
After you fill in all of the Sections.
Click the SAVE button in the bottom right corner.
That Sphere will now appear on the Upload Sphere Contacts page. Now that your Sphere is created. You can Upload your Contacts into it.
Once you have the .csv File.
Click on the UPLOAD CONTACTS button next to your Sphere.
A new window will open.
Click on the Choose File button.
A new window will open.
Find the .csv File in your Computer.
Then click the IMPORT button in the bottom right corner.
From here, you will Verify that Columns/Fields match.
You will see Multiple Items along the left side of the page.
Such as First Name, Last Name, Address, ect.
Make sure the Menu Item to the right Matches.
If it does not.
Click on that Menu and Select the Matching Item.
When you're done.
Click on the START IMPORT button in the bottom right corner.
To the right of your Sphere.
It will now say UPLOADING....
The Uploading process can take 24 Hours or longer depending on the size of the .csv file.
The larger the .csv file is, the longer it will take for your Contacts to be Uploaded.
Once your Contacts are in your Sphere.
To the right of your Sphere will say how many People are in that Sphere.
You can click on the Number next to your Sphere to view those People.