---
title: How to Format and Upload a Contact List for Staff or Team Pulse Checks
description: Follow these instructions to successfully export a list of contacts we can import for your Pulse Checks®.
---

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# How to Format and Upload a Contact List for Staff or Team Pulse Checks

## Follow these instructions to successfully export a list of contacts we can import for your Pulse Checks®.

Need instructions on formatting and uploading a contact list for Pulse Checks? Read [this article](https://helpdesk.possip.com/knowledge/how-to-format-and-upload-a-contact-list?hsLang=en).

### Formatting a List

When pulling a contact list from your Information System or staff database, please export the following columns into a spreadsheet: 

- Contact ID
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Phone
- Contact Phone Type (If you know it, include the phone type of mobile, landline, or undefined in this field).
- Contact Language - ([Click here](https://hubs.ly/H0PZqYq0) for a list of languages Possip translates).
- Organization, Business, PTA, PTO, etc. Name 

Your spreadsheet can be formatted using any spreadsheet software, including Microsoft Excel or Google Sheets. 

![A spreadsheet with the aforemention headers (contact id, contact first name, contact last name, etc.) listed in the top row of a Microsoft Excel file.](https://helpdesk.possip.com/hs-fs/hubfs/Screen%20Shot%202021-07-15%20at%205.25.05%20PM.png?width=688&name=Screen%20Shot%202021-07-15%20at%205.25.05%20PM.png)

**Download this spreadsheet [here](https://helpdesk.possip.com/hubfs/possip%20staff-upload-headers-21%20.xlsx?hsLang=en).**

### Formatting Contact Lists for Multiple Staff Groups

If you are preparing contact lists for multiple staff groups at once, use the "organization name" column to indicate which school, organization, PTA/PTO, etc. each contact is affiliated with. 

If your data export creates a tab or workbook for each group, create a blank “All Contacts” tab and copy and paste the data from each individual tab. 

### Uploading a List

When you are ready to upload your new contact list, please complete the following steps.

**STEP 1:** Log in to [https://www.weeklypossip.com/login](https://www.weeklypossip.com/login). 

![Documents](https://helpdesk.possip.com/hs-fs/hubfs/Documents.png?width=682&height=602&name=Documents.png)

**STEP 2:** Click on “Documents” and “Add Document” and attach your document. 

![](https://helpdesk.possip.com/hs-fs/hubfs/Screenshot%202024-02-26%20at%204-11-14%E2%80%AFPM-png.png?width=688&height=304&name=Screenshot%202024-02-26%20at%204-11-14%E2%80%AFPM-png.png)

**STEP 3**: Click “Save.”  

**Note:** Make sure you leave the setting on "public" to allow Possip and any admin on your team with login credentials to view it. 

![](https://helpdesk.possip.com/hs-fs/hubfs/Screenshot%202024-02-26%20at%204-11-32%E2%80%AFPM-png.png?width=686&height=316&name=Screenshot%202024-02-26%20at%204-11-32%E2%80%AFPM-png.png)

Have a question about formatting, uploading your contact list, or starting Pulse Checks? Please email [support@possip.com](mailto:support@possip.com).

 

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