When you are logged into TAO, click on Relationships in the left navigation. On the small menu you will see Import. Click that.
Download the Import Template to copy and paste all the contacts you'd like to Import.
NOTE: The spreadsheet is a .xlsx format. It must stay in this format and you get to save it as an .xlsx file when uploading. If you don’t have Excel, you can use Google Spreadsheets and export the file as Microsoft Excel (.xlsx) or use Numbers and Export to Excel (.xlsx)
Copying and Pasting your Data
Wherever your Contacts are currently, export them out of that system. If you can do an .xls or .xlsx file then great, if not a .csv will suffice.Once all your data is in the TAO Import Template, and you’ve selected which Tags and Systems to put your Contacts in, make sure to save the spreadsheet in .xlsx format.
If you don’t have Microsoft Excel, you can use Google Spreadsheets or Numbers
Google Spreadsheet:
Upload the TAO Import Template to Google and Open as Google Spreadsheet. Copy and paste your data, and fill in all the info you desire. Then under File, click Download and then Microsoft Excel (.xlsx).
Upload that file to TAO.
Numbers:
Upload the TAO Import Template to Numbers. Copy and paste your data, and fill in all the info you desire. Then under File, click Export To then click Excel.
A pop up screen will appear. Click Advanced Options to make sure the format is in .xlsx.
Click Next and then Export your file. Upload that file to TAO.