How to Upload Contacts: Add Contacts, Tags & Bulk Uploads
Learn how to streamline nonprofit financial management with a step-by-step tutorial to organize all your contacts in one place.
In this video, we walk through how to import members and donors into Crowded so you can collect dues, track payments, and manage communication without spreadsheets.
In this quick tutorial, Rachel from Crowded walks through the three ways to add contacts to your account:
• Shareable invite link
• Manual entry
• Bulk upload (Pro feature)
Adding contacts unlocks Crowded’s most important tools, including:
• sending dues, fundraising campaigns, and merchandise sales directly to contacts
• tracking who’s paid and who hasn’t
• sending one-click reminders
• assigning expense cards and per diem cards
• organizing members using tags
• streamlining communication and financial workflows
You’ll also learn how to prepare your spreadsheet, fix import errors, tag contacts, and upload up to 500 contacts at a time.
Crowded helps nonprofits and associations manage banking, payments, spending cards, compliance, and donor/member engagement — all under one EIN.
📌 Start free trial: https://crowdedfinance.com
📌 Learn more about Pro: https://crowdedfinance.com
📌 Book a demo: https://crowdedfinance.com/book-a-demo/