Get your product recommendations out in minutes! How to Upload Your Client List to the Recommender Tool

What You’ll Need:

• A list of your clients' first name, last name, email address, and phone number (saved as a CSV, XLSX, or VCF file)

• PRO TIP – Name the file something easy to remember, like ContactsJuly2025

• Access to your Cosmo Prof Direct Stylist Homepage

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📱 iPhone: How to Get Your Client List Ready for Upload

To use the Recommender’s upload feature, you’ll need a file (CSV) with your client names, email addresses, and phone numbers. You can do this manually (free) or use an app (faster, but may cost a few bucks).

Free Method: Manually Create Your Client List

1. Open the Notes, Numbers, or Google Sheets app on your iPhone.

2. Create four columns labeled:
   First Name | Last Name | Email | Phone Number

3. Type or paste in your client info
   Example:

Jane | Smith | [e-mail] | 555-123-4567  
Rob | Taylor | [e-mail] | 555-987-6543  

4. Export the list as a CSV file:

   • In Numbers: Tap the ••• menu → Export → CSV

   • In Google Sheets: Tap the ••• → Share & export → Send a copy → Choose CSV

5. Save the file to Files (iCloud Drive or On My iPhone)

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Easiest & Fastest (But May Not Be Free)

If you already have client info saved in your phone’s Contacts:

1. Download a contacts export app
   Suggested:

   • My Contacts Backup (free up to 500 contacts)

   • Export Contacts to Excel & CSV (subscription required)

2. Export contacts as a CSV file

   • Be sure the exported file includes name, email, and phone number

   • Filter to just your clients, if needed

3. Save the file to your iPhone Files app

✅ Your file is now ready to upload to the Recommender! Scroll down for upload instructions.

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🤖 Android: How to Get Your Client List Ready for Upload

To use the Recommender’s upload feature, you’ll need a spreadsheet (.CSV) with your clients’ names, email addresses, and phone numbers. You can create this manually or with an app.

Free Method: Manually Create Your Client List

1. Open Google Sheets or Excel on your phone (Google Sheets is often pre-installed on Android devices)

2. Create a new spreadsheet with these column headers:
   First Name | Last Name | Email | Phone Number

3. Manually enter or copy/paste your client info
   Example:

Jamie | Lee | [e-mail] | 555-234-7890  
Taylor | Cruz | [e-mail] | 555-321-9876  

4. Save your file as a CSV:

   • In Google Sheets: Tap ⋮ → Share & export → Save As → Comma-separated values (.csv)

   • In Excel: Tap the File icon → Save As → Choose .CSV format

5. Save to My Files or Google Drive for easy upload later

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Easiest & Fastest (But May Not Be Free)

If your client list is already saved in Contacts:

1. Download a contacts export app
   Suggested:

   • Contacts to Excel & Email Backup (free up to 100 contacts)

   • SA Contacts Lite (limited free version)

2. Open the app and allow access to contacts

3. Select CSV format and filter to include only clients, if available

4. Make sure the CSV includes name, email, and phone number

5. Save the CSV file to Google Drive, My Files, or email it to yourself

✅ Your list is now ready to upload to the Recommender!

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⬆️ How to Upload Your Client List to the Recommender Tool

You’ve got your client list file — now let’s upload it and start sending personalized product recommendations!

Step-by-Step: Uploading Your Contact List

1. Open the Cosmo Prof Direct app on your phone

2. You’ll land on your Stylist Homepage

3. Tap “Recommender”

4. Tap “Add Clients”

5. Tap “Import”

6. Drag and drop your file or tap “Choose a File”

7. Tap “Submit”

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