[BETA] How to Manually Add Sakari Contacts


This article is specific to the new Beta Sakari customer dashboard. If you are not using this beta, please look for the article without the [BETA] in the subject.

The full public rollout of the new portal for all customers will occur Oct 20, 2023.


When connecting your Sakari Account to an Integration (e.g. HubSpot) your Contacts will be automatically synced to Sakari but you also have the option to manually create a Contact if needed.

This can be done in two ways:

  • Individually - Add a single Contact to your account
  • Bulk - Add Multiple Contacts to your account by importing a CSV file

Adding a Contact

  • In the left navigation select Contacts > Add contacts
    •  Select Add Manually to create a single contact
    • Select Import CSV to upload a list of multiple Contacts at once

Tip: Download our CSV Template to help you expedite this upload process: CSV Contacts Upload Template 

Screenshot 2023-08-10 at 7.49.10 AM.png





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