Our platform offers you the ability to import existing contact records either by transferring data through a direct transfer or by uploading a CSV file. This article will help you navigate the process of using a CSV file upload.

Getting Started

To begin the process of importing your contact information, follow these steps:

  1. Within the Contacts application, click on Import at the top right of the screen.

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  2. Next, click on Upload CSV.

  3. You will now be given the choice in selecting between People contact information, Business contact information, or Deal information. Each of these will be covered in the sections below. Select one and press Continue in the top right corner.

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Importing People Contacts

After following the initial steps, you will now see a prompt to upload your CSV file. You can download a template CSV to see how your data sheet should be formatted on this page. Alternatively, you can find the same template in the attachments at the end of this article.

The CSV file allows for the following values:

  • Name

  • Email

  • Phone

  • Gender

  • DoB

  • Street Address

  • Building/Apartment Number

  • City

  • State

  • Zipcode

  • Country

The values in bold are the only ones required to successfully upload a contact. The other values are entirely optional.

After uploading your CSV file, you will now see your data displayed in a table. You will have to match up the sheet values with the internal property that you will see from now on within the Contacts application.

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If you look at our example photo, the Column name is trying to signify the contact's Name. In the preview information, we can see the test name we used as a placeholder for the name. Finally, we need to match the Internal Property by selecting the correct option from the dropdown. We would click on the dropdown and select the First Name property to match it. A blue checkmark will then appear on the left to signify a successful match.

You will need to do this for every value imported from the CSV file. If your datasheet happens to contain any properties that are not already in our dropdown menu, you can create new properties by selecting +New Property at the top of the table.

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Here, you can enter your custom value name and choose the type of field you wish to use for the data entry. After naming your value and selecting a type, click Create at the bottom. Whenever you go back to that value in the table, you will now be able to select your custom property from within the dropdown to match.

After you finish matching all of your properties, click Continue in the top right corner.

Congratulations! You have successfully imported your Person contact data using a CSV file.

Importing Business Contacts

The process for importing business contacts via a CSV functions the same as Person contacts. You can download a template CSV to see how your data sheet should be formatted on this page. Alternatively, you can find the same template in the attachments at the end of this article.

The CSV file allows for the following values:

  • Name

  • Email

  • Phone

  • Website

  • Industry*

  • Street Address

  • Building/Apartment Number

  • City

  • State

  • Zipcode

  • Country

The values in bold are the only ones required to successfully upload a contact. The other values are entirely optional.

* If you wish to add an industry value to the business contact, you must use one of the following industry types for it to be compatible with our CRM:

  • Active Life

  • Arts & Entertainment

  • Automotive

  • Beauty & Spas

  • Education

  • Event Planning & Services

  • Financial Services

  • Food

  • Health & Medical

  • Home Services

  • Hotels & Travel

  • Industrial Goods & Manufacturing

  • Local Services

  • Mass Media

  • Mining & Agriculture

  • Nightlife

  • Other

  • Pets

  • Professional Services

  • Public Services & Government

  • Real Estate

  • Religious Organizations

  • Restaurants

  • Shopping

  • Transportation

After uploading your CSV file, you will now see your data displayed in a table. You will have to match up the sheet values with the internal property that you will see from now on within the Contacts application.

Screenshot_2021-09-21_121413.png

If you look at our example photo, the Column name is trying to signify the contact's Name. In the preview information, we can see the test name we used as a placeholder for the name. Finally, we need to match the Internal Property by selecting the correct option from the dropdown. We would click on the dropdown and select the Business Name property to match it. A blue checkmark will then appear on the left to signify a successful match.

You will need to do this for every value imported from the CSV file. If your datasheet happens to contain any properties that are not already in our dropdown menu, you can create new properties by selecting +New Property at the top of the table.

Screenshot_2021-09-21_120546.png

Here, you can enter your custom value name and choose the type of field you wish to use for the data entry. After naming your value and selecting a type, click Create at the bottom. Whenever you go back to that value in the table, you will now be able to select your custom property from within the dropdown to match.

After you finish matching all of your properties, click Continue in the top right corner.

Congratulations! You have successfully imported your Business contact data using a CSV file.

Importing Deals

Finally, you can import any existing deal information into our platform via a CSV file. The process remains mostly the same but focuses on different values that are relevant to the subject matter.

Follow the initial steps at the top of this article before selecting Deals for your type of upload. On the next page, you will be able to download a CSV template that shows you exactly how to format your deal information. Alternatively, you can download the same file at the end of this article. The accepted values are as follows:

  • Name

  • Value

  • Currency

  • Status

  • Expected Close Date

Only the values featured in bold are required. The rest are entirely optional.

After successfully uploading your CSV file, the next page will look entirely different if you've been following the previous how-to processes for importing.

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You will now be prompted to select both a Pipeline and a Deal Stage for the information you're importing. This information is taken directly from the Deals application. If you do not have any existing information within that application, you will not be able to import any deal information.

After selecting your stage and pipeline, click Continue.

The final stage of the process functions the same as it did for creating contacts. Make sure that the correct information falls underneath each column. Then, select an Internal Property from the dropdown to match the value in our system with what you have on your datasheet.

If your datasheet happens to contain any properties that are not already in our dropdown menu, you can create new properties by selecting +New Property at the top of the table.

Screenshot_2021-09-21_120546.png

Here, you can enter your custom value name and choose the type of field you wish to use for the data entry. After naming your value and selecting a type, click Create at the bottom. Whenever you go back to that value in the table, you will now be able to select your custom property from within the dropdown to match.

After you finish matching all of your properties, click Continue in the top right corner.

Congratulations! You have successfully imported your Deals data using a CSV file.

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