Bulk Contact Upload Process

Need to submit multiple contacts? Use our bulk upload process to efficiently add 5 or more contacts to our system at once. Simply download our template, fill it out, and upload your completed spreadsheet.

1

Download the Template

Click the download button below to get the Excel spreadsheet template with the proper formatting and column headers.

2

Fill Out Your Contacts

Add your contacts to the spreadsheet using the example row as a reference for proper formatting. Be sure to delete the example row before submitting.

3

Upload Your Completed File

Use the upload section below to submit your completed spreadsheet. Joshua Dawson will be automatically notified and will process your contacts within 1 business day.

⚠️ Important Reminder

The downloaded template includes an example row with sample data. Please review this example for proper formatting, then delete the example row before adding your contacts and submitting the file.

Download Template & Upload

📥 Download Template

Upload Your Completed Spreadsheet

✅ Upload Successful!

Your bulk contact file has been uploaded successfully. Joshua Dawson has been notified and will process your contacts within 1 business day. You will receive a confirmation email once the contacts have been added to the system.

Need Help? If you have any questions about the bulk upload process or encounter any issues, please contact Joshua Dawson at joshua.dawson@phelps.com