When uploading your patient list into your Inbox, it must be imported as a .CSV. If your patient list is currently in an Excel file, there are a couple quick and easy steps to convert the file to a .CSV.

  • Select File in the upper right hand corner of your Excel File.
  • In the drop down, select Save As.
  • Select where you would like the file saved, and adjust the File Format or Save as Type to .CSV.
  • Click Save.
  • Your contact list is now ready for importing!

Have more questions? Click the link below, or call us at 877-959-7550.

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