Note: YOUR CONTACTS MUST BE IN AN EXCEL/.CSV FILE BEFORE UPLOADING TO ADVISORSTREAM
- Click on your username and select "Contacts"
- Click the "Import Contacts" button in blue on the left side of the screen.
- Open your CSV or Excel file. (How to Get Contacts into an Excel/.CSV File)
- Select all columns with the First Name, Last Name, and Email Address, right click and hit copy.
- Return to AdvisorStream and paste within the large rectangle. AdvisorStream will reformat all contacts.
- Click the "Proceed" button
- Assign a meaning for each column (i.e. first name, last name, email)
- Create a new list or select an existing list to place uploaded contacts in.
- Click the "Import Contacts" button to finish the import.