Importing your contacts into Sonar is straightforward. Please follow these simple steps to make sure your contacts are uploaded successfully.

The first step in importing contacts into Sonar is to prepare the CSV file. You can go ahead and download the CSV template which you can find below. We've also included a sample file.

The minimum required fields for borrower contacts being created are: 'First Name & Last Name`, and for business contacts its"Company Name". These are the minimum required fields for the import to be successful.

Once your CSV file is ready, send it back to the Sonar team by emailing: [email protected]. Our team will handle the import directly You can upload your file directly through our secure portal. Our team will handle the rest and ensure your data is processed accurately.

Just so you know, contacts will only be imported into Sonar on Tuesdays and Thursdays. This is to ensure that the import process runs smoothly and efficiently. If you send your CSV file to the Sonar team on any other day, it will be imported on the next available Tuesday or Thursday.

When preparing your CSV file, it's crucial to correctly categorize each contact. For the field `Type` Sonar will only accept the following options:

Please ensure that these values are used exactly as listed to avoid any processing errors.

Congratulations! You now know how to import contacts into Sonar. With this feature, you can easily keep all your contacts organized and up-to-date in one place. Happy importing!