Manage Contacts - Overview

This article will give you step-by-step instructions on how to manage, import, and export contacts. Managers & Administrators can import new contacts, export current contacts, make changes, then update them.

Manage Contacts - Overview

Only an Administrator or Manager can manage contacts.

  • As an Admin or Manager, log into your Prokeep profile.
  • Click on the Settings gear on the left sidebar.
  • Click "Manage Contacts"
  • From here, you can Search, Update current contacts, Import a customer upload, or Export Contacts.
  • If you are an Administrator, you will see a dropdown for All groups or you can select an individual group. 

  • If you are a Manager, you will be able to select contacts by group. 
  • After selecting All or an individual group, you can click the pencil next to a contact to edit their information. 

  • From here, you can make changes to the contact and then click Save, or you can Delete a contact.

  • To Update contacts, go to the Update tab and select Export Contacts. Check your email for the export, and then click Continue.
  • After making edits to the export, click Browse Files and upload the updated export, then click Continue.
  • The next page will allow you to review the updates made and then you will click Apply Updates.
  • Once submitted, you will see this screen, and you can click Done. 

  • To Export your contacts, you can click the Export button in the top left-hand corner. 
  • Administrators can select All or individual groups.
  • Managers can select by individual groups. 

Import Contacts - Overview

To import a customer list, an Admin or Manager will:

  • Click on the Settings gear on the left sidebar.
  • Click "Manage Contacts"
  • Click on the Import tab

  • Click "Download Template" to see how the document must be set up.

  • Every row needs to have First Name, Cell Phone Number, and an 'X' under the Group name.
  • If you are adding Account Reps, you must put the user's email address.
  • Please do not make changes to column 18

  • Once you have filled out the document with your customer's contact information, click "Continue."
  • Upload your completed document, click "Continue," and follow the prompts.

  • Follow the instructions in Step 3 and then click "Save & Continue"
  • Review Step 4 and then click "Import"

    • If you would like to send a Welcome Message to the new contacts, you can select the check box.