Import Your Contacts - Advanced

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Import contacts manually or from a CSV file.

• Transcript

  To get started with your new CRM. One of the first things you should do is get your contacts in the system.

  The system offers two options for importing your data. Simple Contact Import for straightforward lists and an 'Advanced Import' for more complex needs. We'll cover the Advanced Import in this video. .

  Hover over profile settings and select data migration, then click Advanced Contact Import, then click import contacts.

  Check this box saying you are not importing a purchase list and then hit continue. This screen tells you to make sure the data you are importing is in a CSV format. If you are not sure what a CSV file is, please contact our support department for help.

  If you want to assign this group of imported contacts to a particular Category, Source or Tag in the new CRM, do that here.

  Here are some rules that will determine how the system handles duplicate contacts. Now upload your CSV file here and click next.

  This is the field mapping screen. This screen looks at the incoming data from your CSV file and tries to map it to the fields in the new system.

  You will see here that we have a field coming over called first name. That one is pretty easy and the mapping assistant has guessed the correct field from the drop-down list. In fact, the mapping assistant has guessed all the fields correctly in this data file. Last name to last name, birthday to birthday, home phone to home phone and so on.

  Some data fields are not so obvious for the system to guess. Use this drop-down menu to select the correct fields to map from your old system to the new one. Then click run import.

  At this point you should check your contacts and make sure they were imported correctly. If there are some problems with the import, you can correct the problems manually or you can delete the import you just did and start over. To delete an import batch go to profile settings, data migration, and delete import batches.