This is intended for bulk adding contacts all at once. If you only need to add one or two contacts, we encourage you to follow the steps outlined in the "Add New Contact" guide.
✅ Step 1: Download the CSV Template
Please use the following template to format your contact data correctly:
Required Fields:
Contact First Name
Contact Last Name
Contact Phone Number
Funeral Director Name
Date of Death
Date of Birth
(Optional) Relationship to Decedent
📝 Step 2: Submit the Import Request Form
Once your contact list is ready, submit it using this form:
This ensures our team receives all necessary details and can process your upload securely and efficiently.
🕐 What Happens Next?
Once submitted:
Our team will review and validate the data
Contacts will be uploaded into your Aftercare Hub within one (1) business day
If you need help with formatting or have questions before submitting, don’t hesitate to contact us at [email protected]. We’re happy to assist.