If you're looking to seamlessly transfer contact information to the platform, our Upload Contacts feature offers unparalleled convenience. With just a few clicks, you can import a single contact or an entire group of contacts without any hassle. This feature allows you to quickly upload your spreadsheet, bringing you closer to optimal efficiency.
Before uploading data, it’s important to prepare your CSV file, ensuring it’s a .csv format, contains only one spreadsheet, and is under 50MB. The file should include a header row that matches the CRM fields to ensure a smooth import process.
Include Essential Columns: Ensure your spreadsheet contains key columns such as name, email, and phone number. Properly matching these fields during the import process is essential to avoid errors or incomplete data transfer.
Assign Contact Owner: Assign a contact owner by including the user’s name in either the "FirstName LastName" or "LastName FirstName" format. The system requires both names to recognise the user during the upload.
Format Phone Numbers: For most cases, phone numbers should be formatted in E.164 (e.g., +1 1234567890) to be recognised as valid. Alternate formats like 123-456-7890 or (123) 456-7890 are also acceptable when the country is set to the US.
Acceptable Date Formats: Use acceptable date formats such as mm/dd/yyyy and yyyy/mm/dd. You can also use separators like '/' '-' or '.'.
Tag Formatting: Tags can be listed in formats like "Value 1, Value 2, Value 3" to ensure they are accurately recognised during the import process.
The import process involves three essential steps: Start, Upload, Map, and Details. Begin by selecting the Import icon from the Bulk Actions panel within the Contacts tab.
Start importing Contacts and Opportunities by selecting the relevant objects (Contacts and/or Opportunities), and then click on Next.
Select the "Upload a File" button, and navigate to the appropriate folder on your device to locate your desired file. You can choose how Opportunities and Contacts can be imported. The system uses "Emails" and then "Phone numbers" as the default unique identifier for contacts. However, you have the option to choose other fields for Deduplication from the Settings.
Click the Next button to proceed.
Map the columns from your CSV file to the corresponding fields. Use the preview column to verify matches.
In the final step, you can Create a Smartlist for newly created contacts from the import, Add contacts to Workflows by selecting the desired workflow in the dropdown, and Add tags to contacts by selecting from existing tags or creating new ones to categorise your contact list.
Review the Import by Cross-checking the CSV, and ensuring that the Mapping aligns with your goal. By selecting the compliance checkbox, you confirm that all contacts have explicitly opted in to receive communications from your company. Complete the import process by clicking the “Start Bulk Import” button. You can track the progress in the Bulk Actions tab.
This professional approach ensures that your contact import process is efficient, accurate, and fully customisable to meet your specific needs.
