Written by johnpatrick Introduction
Contact Import lets you upload contacts in bulk without creating any opportunities or actions. This is what you use if you want to upload buyers, realtors, etc., into the system. The process will be similar to the opportunity import but solely focused on contact information.
Note
The uploaded contacts are not attached to opportunities and can not be used to create or generate leads.
Importing Your Contacts
- Click ⚙️ the cogwheel icon
- Select Team Settings
- Click Contact Import
- Go to Process
- Download the Contact Import Template using the Download button
This will download the import template spreadsheet into your computer so open that file to start moving data into it.
Team Template
You have to download the template from your team and fill it out, you will not be able to upload any other template or file apart from that specific one.
Validators
For your file to upload successfully, when entering data into it, ensure that the contact details such as the email, phone number, and contact type are in the correct format.
To verify this, you can use the validators tab and be sure that your info matches the format of the examples provided in the validators.
To access the Validators
- Click on the tab written Validators
- Select the criteria you want to verify and confirm the format.
- After verifying all the information and confirming the format, you can then upload the file by clicking on Process then Upload File.
- If everything is mapped correctly, the upload should be finished within a matter of minutes. You can check on the status of your upload and even reverse it by clicking on the tab labeled List.
