Accessing Your Contacts Application
Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Contacts’.
Importing Your Contact Records
To import your existing contact records using a CSV file, follow these steps:
1. Initiate Import Process:
In the Contacts application, locate and click 'Import' at the top right of the screen.
2. Select Import Type:
You'll then be given a choice to select 'People contact information', 'Business contact information', or 'Both'. Make your selection and press 'Continue' in the top right corner.
Importing People Contacts
This section provides a guide for importing people contacts:
1. Upload Your CSV File:
You'll be prompted to upload your CSV file. For a guide on formatting your CSV, download a template available on this page.
2. Match CSV Values with Internal Properties:
Once uploaded, your CSV data will be displayed in a table. You need to match each column from your CSV (Column Name) to the corresponding Internal Property in our Contacts application.
3. Complete Property Matching:
After ensuring all properties are matched, click 'Continue' in the top right corner.
4. Tag Your Contacts:
Next, you have the option to tag your imported contacts. Choose from existing tags in the dropdown, create a new one by clicking the "+" button, or skip tagging. Click 'Continue' in the top right corner after making your selection.
Importing Business Contacts
Importing business contacts into your CRM using a CSV follows the same protocol as for Person contacts. For ease of understanding, a template CSV is available for download on this page.
When it comes to adding an industry for the business contact, be sure to select from the predefined list of industries compatible with our CRM system, which covers a broad spectrum from 'Active Life' to 'Transportation'.
Upon uploading your CSV, the imported data will be presented in a tabulated form. You'll need to align the data fields in the CSV (sheet values) with the corresponding properties within the Contacts application.
This mapping process should be repeated for each CSV value. If your datasheet contains properties not present in our dropdown list, don't worry – you can add new properties by choosing '+New Property' at the top of the table.
Once all properties have been successfully matched, click 'Continue' in the top right corner. Next, you'll have the option to assign a tag to your imported contacts from the dropdown menu or create a new tag by clicking the '+' button. After selecting or creating a tag, press 'Continue' again.
Simultaneous Person and Business Contacts Upload
We understand that sometimes you need to upload both Person and Business contacts at once. That's why we've developed an option that groups these contacts for simultaneous upload, effectively merging the two processes outlined above.
Additionally, the app will automatically associate any people or businesses listed on the same line, saving you the effort of creating these links manually later on. We recommend checking out the sample template linked below the upload field to familiarize yourself with this feature.
Apart from this, the process remains identical. Make sure each field is meticulously mapped to ensure correct data assignment.
Reviewing Your Import Logs
To provide you with greater oversight over the import process, you can check your Import Logs, which detail your recent uploads and document any errors and successful record additions.
You can access your import logs by clicking the button adjacent to the Import button. Each upload attempt is displayed with a status indicating 'Processed' for successful uploads and 'Failed' for unsuccessful ones.
For a detailed error list, click on the arrow icon next to the failed upload. This list provides valuable insights into what went wrong, which will help you troubleshoot and rectify the problem before re-uploading.