Supported file format: CSV or XLSX only.Please convert all your files into a CSV/XLSX before attempting to import the data to your web application.
There are 4 important things that you'd need to know about when you import contacts from a CSV/XLSX file. They are described in detail below:
Preparing your CSV/XLSX file
mporting the file
Click the Contacts tab.
*Note:
The email field in the CSV/XLSX will be matched only with the primary email of Lead/Contact for finding duplicates. Secondary email addresses, if any, will not be considered.
The CSV/XLSX file will be matched with both Leads and Contacts to identify duplicates.
If you are importing multiple emails for a Lead or Contact through the CSV/XLSX file, the first email in the cell will be considered as the identifier.
If the CSV/XLSX file has a single column for multiple emails wherein each email is column separated by semicolons, the first email will from each cell be used as the identifier for finding duplicates.
The overlay Map Columns to Fields that you now see is exclusively for mapping the columns in your CSV/XLSX file with the fields available. A contact’s data from your file is displayed alongside the respective headers to help you map the fields better.
Note: The field Emailmust be mapped for the import to be complete.
Importing the file
Click the Contacts tab.
*Note:
7. After you’re done mapping the fields, hit Import.
If your CSV/XLSX file is small, the import is instantaneous and you can see a green label that gives you the number of successful imports. If you’ve checked the Update checkbox, then you can also know the number of contacts that were updated during the import.
If your CSV/XLSX file is small, the import is instantaneous and you can see a green label that gives you the number of successful imports. If you’ve checked the Update checkbox, then you can also know the number of contacts that were updated during the import.
If the CSV/XLSX file is large, you would receive an email that gives you the same data when the import is complete.
Where can I see my imported contacts?
You can view all the imported contacts under the New Contacts view.
Why did some of my data not get imported?
These could be the possible reasons why some of your data was not imported.
Admins can set limits for users on how many records they can import and update for the day.
Note: Import limit can be set only for Contact/Account/Deal modules and not custom modules
To configure this,
Go to Admin Settings > Roles > Choose a role (say Sales User)
Under Permissions > Actions, set the limit for creating and updating records during import
Sales users will be presented with a note during import that informs them not to exceed the import limit set by the admin
Clicking on the information symbol would fetch more details regarding the import
Sales users will be presented with a warning message on exceeding import limits. The import functionality will also be disabled for that day.
If the sales user tries to exceed the import limit, an error message will be thrown and records will not be created.
The import history page that you would land on after every import gives you insights into the records that were imported and skipped.
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Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
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Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
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Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
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