---
title: How to Add Contacts
description: Learn how to quickly add contacts to the platform using bulk copy-and-paste or CSV upload. Follow step-by-step instructions to import recipients and start sending recognition fast.
---

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2. [Getting Started](https://docs.caroo.com/help/getting-started?hsLang=en)

November 19, 2025

# How to Add Contacts

Adding contacts to your account makes it easy to send recognition to individuals or groups. You can add contacts one-by-one or upload multiple at once using two different methods:

- **Bulk Add by Copy & Paste (fastest)**
- **Upload a Completed CSV Template**

Follow the steps below to get started.

---

#### **Method 1: Bulk Add Contacts Using Copy & Paste**

This is the quickest way to add multiple recipients at once, especially if you already have a spreadsheet with names and emails.

### **What you need**

A spreadsheet with **three columns**, in this order:

| Email | First Name | Last Name |
| --- | --- | --- |
| test1@test.com | Test | One |
| test2@test.com | Test | Two |
| test3@test.com | Test | Three |

### **Steps**

1. **Go to Contacts** in the top navigation bar.
2. Click **Add Contact**.

![Screenshot 2025-11-19 at 1.41.34 PM](https://docs.caroo.com/hs-fs/hubfs/Screenshot%202025-11-19%20at%201.41.34%20PM.png?width=296&height=177&name=Screenshot%202025-11-19%20at%201.41.34%20PM.png)

1. In the **Email** field of the first row, **click into the first cell**.
2. **Select all three columns in your spreadsheet** and **copy** them (⌘ + C on Mac or Ctrl + C on PC).
3. **Paste directly into the first Email field** (⌘ + V / Ctrl + V).
4. The platform will **automatically populate all rows** with email, first name, and last name.  
   ![Screenshot 2025-11-19 at 1.43.53 PM](https://docs.caroo.com/hs-fs/hubfs/Screenshot%202025-11-19%20at%201.43.53%20PM.png?width=289&height=221&name=Screenshot%202025-11-19%20at%201.43.53%20PM.png)
5. Review entries and click **Save (X) Contacts**.

💡 **Tip:** If any formatting issues occur, toggle **“Only rows with errors”** to review and correct quickly.

#### **Method 2: Upload a CSV File**

If you prefer a structured file format or need to include additional fields later (like shipping addresses), uploading a CSV is a great option.

### **Steps**

1. **Download the CSV template** by clicking **Download CSV template** on the Add Contacts page or [Click Here](https://docs.caroo.com/hubfs/roster_template.csv?hsLang=en)
2. Open the CSV and fill in:
   
     - Email
     - First Name
     - Last Name
3. Save the file.
4. Return to **Contacts → Add Contact**
5. Select **Upload completed CSV**
6. Review imported rows and click **Save Contacts**.

#### **Which Method Should I Use?**

| Task | Best Option |
| --- | --- |
| Adding a few contacts quickly | Copy & Paste bulk add |
| Adding large groups / recurring rosters | CSV upload |
| Including shipping addresses or advanced fields | CSV upload |

---

#### **Troubleshooting**

| Issue | Solution |
| --- | --- |
| Paste didn’t populate fields | Make sure your columns are Email → First Name → Last Name |
| Some rows show errors | Toggle **Only rows with errors** to edit |
| CSV failed to upload | Ensure file is saved as `.csv` format, not Excel `.xlsx` |

- [Getting Started](https://docs.caroo.com/help/getting-started?hsLang=en)
- [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)
- [Gifts, Recipient Choice & Personalization](https://docs.caroo.com/help/gifts-recipient-choice-personalization?hsLang=en)
- [Orders, Tracking & Delivery](https://docs.caroo.com/help/orders-tracking-delivery?hsLang=en)
- [For Recipients](https://docs.caroo.com/help/for-recipients?hsLang=en)
- [Account, Billing & Administration](https://docs.caroo.com/help/account-billing-administration?hsLang=en)
- [FAQ](https://docs.caroo.com/help/faq?hsLang=en)

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