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How To Import Multiple Contacts
If you require contact information from another CRM or marketing campaign, you'll appreciate the convenience offered by our Upload Contacts feature. Just click on the "Upload Contacts" button to effortlessly import anything from a single contact to an entire group – all without any hassle. In an instant, your spreadsheet will be loaded up, bringing you one step closer to maximum efficiency.
Importing Contacts:
Before importing data into your CRM, you must create a spreadsheet, organized with clearly defined columns matching those of your CRM.
Column Values Format:
Include columns such as name, email, and phone for proper data entry. Ensure all fields match during the import process to avoid errors.
Contact Owner:
To assign an owner during import, include the 'User' name in acceptable formats: FirstName LastName or LastName FirstName.
Phone Number:
Format phone numbers in E.164 (e.g., +1 1234567890) or other accepted formats based on the chosen default Country.
Email Address:
The default unique identifier is "Email," but other fields can be chosen for de-duplication during Bulk CSV Upload.
Date Picker:
Acceptable formats include mm/dd/yyyy or yyyy/mm/dd; '/' can be replaced with '-' or '.'.
Tags:
Acceptable formats include Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green); separators like ', ' can be replaced with '; ' or ' . '.
Table 2
Tags (example formats)
Status
lowercase
ok
UPPERCASE
ok (will be lowercased)
ProperCase
ok (will be lowercased)
with a space
ok
With A Space
ok (will be lowercased)
pre-existing tag
ok (will be lowercased)
There are no rows in this table
Steps for Importing Contacts:
Upload: Ensure your file is a .csv, has one spreadsheet, is smaller than 50MB, and includes a header row. Choose 'Add New Records,' 'Update Contact Records,' or 'Both' based on your needs.
Map: Match columns from your CSV with contact fields; unmatched columns must be marked to proceed.
Details: Set the import name and choose advanced settings for adding or updating contact records.
Advance:
In Advanced Settings, choose to add new and update existing contact records, add new contact records only, or update existing contact records.
Find Existing Contacts Based on (Primary):
Choose to bypass existing contacts based on a primary phone number and decide whether to update empty values.
Tags:
Organize and sort contacts by adding existing tags or creating new ones. Categorize custom tags for efficient management.
Add to workflow:
Toggle on the option to add contacts to an existing workflow or campaign, facilitating easy communication.
This systematic approach, involving Upload, Map, and Details, ensures a seamless integration of new contacts into your existing database.
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