Quick Action - Import Contacts

Import Contacts

If you need to import a single contact or a group of contacts from a different CRM or marketing campaign, you can upload your spreadsheet by selecting this button.

Importing Contacts

Your spreadsheet will need to have column headers that match the fields in this CRM.

Column Values Format

Depending on the records you are importing, your file could include the following columns:

Contact Owner

To assign an owner to your contacts during the import, include the name of the 'User'

A

cceptable formats:

• FirstName LastName (e.g. Logan Paul or logan paul)
• LastName FirstName (e.g. Paul Logan or paul logan)

Note: Unless the user has both FirstName and Last Name, the system will not recognize it during upload.

Phone Number

For the vast majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890) our system will recognize it as valid, irrespective of the default Country picked at the sub-account level

Additionally, if you have set the Country to the US, the following would work perfectly fine as well

• 123-456-7890
• (123) 4567890
• 1234567890

Email Address

Note: While the default unique identifier is "Email", the system allows you to choose fields other than Email for de-duplication purposes during the Bulk CSV Upload

Date Picker

Acceptable formats:

mm/dd/yyyy (e.g. 10/28/2020)

yyyy/mm/dd (e.g. 2020/10/28)

You can also replace '/' with '-' or '.' and it'll recognize the uploaded fields as a Date field.

Tags

Acceptable formats-

• Value 1, Value 2, Value 3 ...... (e.g. Blue, Yellow, **** Green or Blue, Yellow, Green or Blue, Yellow, Green)
• You can also replace ', ' with '; ' or ' . ' and it'll recognize the uploaded fields as the aforementioned field.

Steps for Importing Contacts

There are three (3) steps you take when importing contacts to your CRM; Upload, Map, and Details.

Upload

The first step is uploading the contacts from your device but before you upload the contact, make sure your file is ready to be imported;

All files being imported into the system must:

• Be a .csv file
• Have only one spreadsheet
• Be smaller than 50MB (tip: a typical .csv file with 4 columns and 10,000 records will be ~500kb in size)
• Include a header row in which at least one column header corresponds to a field in the system (i.e the First and last name, Phone number, Email et.c.) for;
• Uploading ONLY New Records in the system
  • Choose 'Add New Records' in Step 3 of the Import Flow
• Updating ONLY Existing Records in the system
  • Choose 'Update Contact Records' in Step 3 of the Import Flow. Or,
• Both
  • Choose 'Both' in Step 3 of the Import Flow

Map

Here you can match your column from your imported file with the corresponding contact field in the system. You can also preview your matched information in the preview column.

NOTE: If you have an unmatched column(s), you have to tick the "Don't import data in unmatched column" box in other to be able to move to the next step. You won't be able to move to the next step without ticking on it.

Details

This is the last step for importing contacts.

Import Name

You can edit the import name

You can also create a new contact list with your import by ticking this box.

Advance

In the Advanced Settings, you can decide what you want to do with the contact in the .CSV file, you can either;

Add New and Update Existing Contact Records

Here you can decide to add the new contacts to a new list and also update the existing contact list in your CRM with these new contacts. Or

Add New Contact Records

You can also add the contacts to a new list only. Or

Update Existing Contact Records

You can only merge the new contacts with the existing contacts.

Find Existing Contacts Based on (Primary)

You can also decide to skip existing contacts based on the phone (Primary) when you merge or update your contact list or don't skip.

You can tick the box to not update empty values for existing records.

Tags

You can add tags to the contacts here by searching for existing tags here or adding new ones.

Add to workflow

You can add these contacts to workflow/campaigns here by toggling on the option and selecting the workflow or campaign you would like to add it to.