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Guidelines for importing your Contact list

Do you have a list of contacts that you would like imported into your MoneyMinder account?

We are happy to provide your group with a one-time courtesy import. Additional imports after the initial import are $19/import.

Please use the template linked at the bottom of this page, under the social media icon links.

Please note that you do not need to use all columns. If a column doesn’t apply to your group, leave it blank. Please do not add columns.

You can email your questions and/or file for import to [email protected].

Please include:

  • Your account name
  • Group ID number
  • The financial year you’d like the contacts imported into

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