If you’re looking to seamlessly transfer contact information to the platform, the Upload Contacts feature offers unparalleled convenience. With just a few clicks, you can import a single contact or an entire group of contacts without any hassle. This feature allows you to quickly upload your spreadsheet, bringing you closer to optimal efficiency.

Preparing Your File #

Before uploading data, it’s important to prepare your CSV file, ensuring it’s a .csv format, contains only one spreadsheet, and is under 30MB. The file should include a header row that matches the CRM fields to ensure a smooth import process.

• Include Essential Columns: Ensure your spreadsheet contains key columns such as name, email, and phone number. Properly matching these fields during the import process is essential to avoid errors or incomplete data transfer.
• Assign Contact Owner: Assign a contact owner by including the user’s name in either the “FirstName LastName” or “LastName FirstName” format. The system requires both names to recognize the user during the upload.
• Format Phone Numbers: For most cases, phone numbers should be formatted in E.164 (e.g., +1 1234567890) to be recognized as valid. Alternate formats like 123-456-7890 or (123) 456-7890 are also acceptable when the country is set to the US.
• Acceptable Date Formats: Use acceptable date formats such as mm/dd/yyyy and yyyy/mm/dd. You can also use separators like ‘/’, ‘-‘, or ‘.’.
• Tag Formatting: Tags can be listed in formats like “Value 1, Value 2, Value 3” to ensure they are accurately recognized during the import process.

Steps for Importing Contacts #

The import process involves four essential steps: Start, Upload, Map, and Details. Begin by selecting the Import icon at the top right of the Contacts tab.

Start #

Start importing Contacts and Opportunities by selecting the relevant objects (Contacts and/or Opportunities), and then click on Next.

Upload #

Select the “Upload a File” button and navigate to the appropriate folder on your device to locate your desired file. You can choose how Opportunities and Contacts are imported. The system uses “Emails” and then “Phone numbers” as the default unique identifier for contacts. However, you have the option to choose other fields for Deduplication from the Settings. Click the Next button to proceed.

Map #

Map the columns from your CSV file to the corresponding objects and fields. Use the preview column to verify matches.

Verify #

In the final step, you can create a Smartlist for newly created contacts from the import, add contacts to Workflows by selecting the desired workflow in the dropdown, and add tags to contacts by selecting from existing tags or creating new ones to categorize your contact list.

Review the import by cross-checking the CSV and ensuring that the mapping aligns with your goal. By selecting the compliance checkbox, you confirm that all contacts have explicitly opted in to receive communications from your company. Complete the import process by clicking the “Start Bulk Import” button. You can track the progress in the Bulk Actions tab.

This professional approach ensures that your contact import process is efficient, accurate, and fully customizable to meet your specific needs.

Frequently Asked Questions #

How do I import multiple contacts? #

Select the Import icon at the top right of the Contacts tab, then follow the four steps: Start (choose objects), Upload (select your file), Map (match columns to fields), and Verify (review and click Start Bulk Import).

What file format and size are required for importing? #

Your file must be in .csv format, contain only one spreadsheet, and be under 30MB, with a header row that matches the CRM fields.

How should phone numbers be formatted? #

Phone numbers should generally be in E.164 format (e.g., +1 1234567890). Formats like 123-456-7890 or (123) 456-7890 are also acceptable when the country is set to the US.

How does the system avoid creating duplicate contacts? #

By default the system uses Emails and then Phone numbers as unique identifiers for deduplication, but you can choose other fields for deduplication in the Settings.

Can I add imported contacts to a workflow or smart list? #

Yes. In the Verify step you can create a Smartlist for newly created contacts, add them to a Workflow, and apply tags.

Where can I track the progress of an import? #

You can track the import progress in the Bulk Actions tab.