Locate Records Created from the Contact Importer

Big Biller’s Contact Importer gives you the ability to import spreadsheets and create new records for People, Companies, or a combination of the two. Once a Contact Import is complete, you can easily access all of your newly created records in a Hotlist.

To locate records created from the Contact Importer:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the Tools and Data Management section and then select Contact Importer

ATS contact importer

  • From the Contact Import page, locate the import you wish to view
  • Click on the corresponding People or Companies link

  • The Create Hotlist window will open which allows you to name your Hotlist
  • Click the Create button when complete

create hotlist in Big Biller

  • To access your newly created Hotlist, expand the Sidebar in the top right corner of the software and click on the Hotlist icon 
  • Click on the name of the Hotlist you wish to view

how to share Hotlists in Big Biller

Click here to learn more about managing Hotlists