Open up a spreadsheet and start filling out data for your trusted contacts.
The first column (A1) should contain the email of the trusted contact you’re adding.
The second column (B1) should contain the names of the trusted contact you’re adding.
The third column (C1) should contain a tag best describing that trusted contact's main competence or working title eg Art Director
Tags are not required, but these are necessary for you to be able to sort and search for your trusted contacts at later stages. Therefore it’s highly recommended that you take the time to add tags to your trusted contacts. Please note when you do your initial upload only use one tag per freelancer.
Reach out to your Worksome representative if you have any questions about tagging.
See example below:
Save as a .csv file and you are good to go.
The CSV output of the above file will look like this:
firstname.lastname@example.org,Violet Garza,SEO Specialist
email@example.com,Brenda Schwartz,Digital Marketing
firstname.lastname@example.org,Lilianna Bruce,Art Director
email@example.com,Ahmad Schmitt,Graphic design
firstname.lastname@example.org,Nathalia Boyle,UX Specialist
email@example.com,Rihanna Watson,Event planner
firstname.lastname@example.org,Jadon Barnett,Event planner
email@example.com,Ally Strickland,Frontend designer
firstname.lastname@example.org,Stephany Salas,Frontend developer
email@example.com,Grant Herman,Art Director
firstname.lastname@example.org,Yamilet Dodson,Content creator
Text can also be copied/pasted directly into Worksome like shown below:
If you need anything, message us on the chat, we are happy to help you out :-)