Importing Contact Information via CSV Files

Our platform offers you the ability to import existing contact records by uploading a CSV file. This article will help you navigate the process of using a CSV file upload.

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

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:

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:

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.

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.

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.

Now, you can select from one of the tags in the dropdown or press on the "+" button to create a new tag. All the contacts that you import will have the tag that you had selected or no assigned tag if you chose to omit it. After selecting the tag, press Continue in the top right corner.

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

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:

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:

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.

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.

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.

Now, you can select from one of the tags in the dropdown or press on the "+" button to create a new tag. All the contacts that you import will have the tag that you had selected or no assigned tag if you chose to omit it. After selecting the tag, press Continue in the top right corner.

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

Finally, you can select to upload both. This allows you to group people and businesses for simultaneous upload. It essentially combines both processes described above.

In addition to this, the app will automatically create an association between any people or businesses listed on the same line. Be sure to click the link below the upload field and review the sample template to get an idea of what this looks like. This will save you time in creating these associations manually later.

Otherwise, the process works exactly as described above. Be sure to carefully map each field to ensure your data is assigned to the correct location.

To better help you with the import process, you can check your Import Logs. This details your recent uploads and lists the number of errors and records successfully added.

You can access your import logs by clicking the button to the right of the Import button.

You can see each upload attempt along with a status that will indicate Processed or Failed. The first means that the upload was successful, while the latter indicates an error.

You can find a list of errors by clicking the arrow icon to the right of the failed upload.

Use this information to address the error before re-attempting the upload.