Uploading from a CSV
Circle allows you to export your member's information via CSV.
Note: A CSV file is a list of data separated by commas. For instance, it may look like the following: Name,email,phone number,address. Example,example@example.com,555-555-5555,Example Address.
Login to your Circle Account > "Manage Members" > "Export CSV"
Check email to find CSV
Check ZIP file
Check file contents
Import CSV File
Upload CSV File
Match Data from Circle to Intros
Click Continue. It's just letting you know that these fields aren't filled.
Invite Members
Automatically uploading with Zapier
With Zapier, it's a little bit more complex, but definitely worth it.
Login to Zapier Account
Type "Upload New Member in Circle to Intros AI"
Create Zap
We will be adding in an interactive to show you how to set up the Zapier. This is what the end result should look like.
Recap
You've now learned how to upload new members from Circle to Intros both with a CSV and with Zapier.