Importing Contacts from a CSV File
How to Import Contacts
Bring your audience into your CRM by importing contacts from a CSV file. This process centralizes your outreach efforts and helps you engage with your contacts more effectively.
Steps to Import Contacts
- Go to the Contacts section.
- Click the Import button (depicted as a downward arrow pointing into a box).
- In the import interface, select Contacts and click Next.
- Confirm your file format and upload your CSV file (up to 50MB in size).
- To see a list of standard contact fields, you can download a sample file.
- Map each column in your CSV to the corresponding contact field in the CRM.
- If your data includes non-standard information, create a new custom field or choose to skip unmatched columns.
- Provide import details such as a name for the import, list assignments, and consent settings.
- Click Bulk Import and wait for the process to complete.
Creating Custom Fields
Custom fields allow you to store unique information about your contacts, enabling more personalized and targeted communication.
How to Add a Custom Field
- Navigate to Settings > Custom Fields.
- Click Add Field.
- Choose the field type that fits your data.
- Enter the field details, including name, group, and placeholder text.
- Click Save to create the field.
Performing Bulk Actions
Manage multiple contacts efficiently with bulk actions, such as adding tags or initiating automations.
Using Bulk Actions
- Go to the Contacts section.
- Use filters to select the contacts you want to manage.
- Check the boxes next to the desired contacts.
- Click a bulk action button, like Add to Automation or Send Email.
Standard Contact Fields
When importing, you can map your CSV columns to these standard contact fields:
- Contact ID
- Name
- First Name
- Last Name
- Date of Birth
- Contact Owner
- Contact Source
- Contact Type
- Business Name
- Phone
- Address
- State
- City
- Postal Code
- Country
- DND
- Time Zone
- Website
- Additional Email
- Additional Phones
- Notes