HOW TO BULK IMPORT
CONTACTS?
HERE'S HOW TO BULK IMPORT CONTACTS
Whether this is your first CRM or you're moving from another system, importing lets you create records and update your existing database.
Each row represents a contact record, and each column of information represents a contact property (First Name, Last Name, Email Address, etc)
Pre-requisites:
- Only users with an 'Admin' role will have the option to import and export contacts.
- The import file needs to be a .csv file and have only 1 sheet/tab within the spreadsheet.
- Be smaller than 50MB.
(Note: a typical .csv file with 4 columns and 10,000 records will be ~500kb in size)
Step 1: Setting up your CSV and Custom Fields before importing
Here’s the video on setting up your CSV file and custom fields mapping
Please Note: When adding a phone number that requires a "+" sign, please add an apostrophe at the beginning of the number, like this: '+191668128779 (Correct format).
Step 2: Check for duplicates
It's always best practice to clean your list and check for duplicates before importing into any software, especially if you are running cold traffic campaigns. Failure to do so can results in deliverability issues
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