Importing Contacts List

Importing Contacts List

Modified on: Tue, 20 Sep, 2022 at 12:20 PM

 


 

Clean duplicates before you upload:

 

Update: Now we can find existing contacts based on a secondary field, so if the contact record has only the phone number, we will be able to upload them as well!

 

Upload it and done!

If you have multiple phone numbers or emails with one lead, right now we are not able to support that so please split the contacts into multiples so they will be uploaded.

Example:

 

Original with two phone number columns:

Josephine

810-292-9388

810-374-9840

josephine_darakjy@darakjy.org

 

 Cleaned version:

Josephine

810-292-9388

josephine_darakjy@darakjy.org

Josephine

810-374-9840

 

 

 

 

Keep the email blank for the second lead with a different phone number because it will create duplicates when we upload contacts with phone numbers as the unique field.

 

Tag Tip: You can import tags by making a column with a header called Tag and add your tags in each cell, separated by a comma. 

 

 

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