There are a number of ways to get your contacts into Digsy AI...
1. Send a CSV of contacts you'd like uploaded to email@example.com
If you already have an existing CSV/spreadsheet of contacts that you'd like uploaded to your Digsy AI account, just email them over to firstname.lastname@example.org. Which leads us to our 2nd method of importing contacts...
2. Have a member of our wonderful Client Success team assist you in exporting your contacts from wherever they currently live
If your contacts are currently in Outlook, Gmail, another CRM such as SalesForce, or anywhere else, just reach out to our Client Success team. We'll assist you in getting them exported out of their current location, and imported into your Digsy AI account.
3. Import contacts directly from your email account
To import your contacts directly from your integrated email account, click on the "IMPORT CONTACTS OR CARDS" button on the top of your Digsy AI dashboard...
...and select "IMPORT FROM EMAIL" on the left side of the screen.
NOTE: You can find more detailed instructions on importing your contacts from your integrated email account here.
4. Send us your business cards to transcribe and upload
That's right - we'll transcribe your business cards for you, turning them into actionable prospects in your Digsy AI inbox. All at no additional cost.
If you have just a few business cards
Take a picture with your smartphone, email them over to email@example.com, and we'll transcribe them for you.
If you have too many business cards to take pictures of
Scan your business cards in batches, email the images to firstname.lastname@example.org, and we'll transcribe them for you.
If you have a shoebox full of business cards (AKA too many business cards to photograph or scan)
Stuff those business cards into an envelope, mail them to our office, we'll transcribe them for you, upload them into your Digsy AI inbox as actionable prospects, and mail you back your business cards.
You can mail the business cards to:
111 N Harbor Blvd. Suite A
Fullerton, CA 92832
5. Manually add contacts one at a time
...and of course, you can always manually add a contact by clicking the "NEW PROSPECT" button on your Digsy AI dashboard