Importing all of your contacts into one system allows you to effectively keep in touch with all your contacts, build relationships, and win more business. You can create a custom contact list for import or you can export contacts from other online programs to be imported into your Market Leader system. There are three parts to the import process. You will want to start from the beginning to ensure a successful import.
We're here to help!If you'd like us to import your list for you, send your CSV file to firstname.lastname@example.org. Just be sure to include the contact status and group you'd like your list imported into. (Note: A single import list can only go into one status and/or group)
Obtain the Basic Contact List Template by hovering over Contacts in your system and selecting Import/Export. From the Type of File drop-down menu, select Basic Contact List. Click on the link that appears below, called Download Basic Contact List Template.
Each contact in your import file must have at least a first name, last name, and either an email address or a complete physical address. All other columns are optional.If you do not have Microsoft Excel, please review the FAQ tab on this page for the steps you will need to take.
Not using Microsoft Excel?
If you're using Numbers: Click on "File > Export As > Windows CSV"
If you're using Excel for Mac: Click on "File > Save as > Specialty Formats > Windows CSV"
If you're using anything else: Get a Google Sheets account and use that for your import
If you are importing birthdays, highlight the Birthday column in the spreadsheet, right click on it, select Format Cells, select Date under Category, choose the first format in the Type list, and then click OK.
You can import 5 - 5,000 contacts per import. Also, you can import multiple files per day.
The maximum number of contacts you can import into your system is a total of 15,000.
Navigate to the Import Contacts page in your system by hovering over Contacts and selecting Import/Export from the drop-down menu.
The Status, Type, and Group selections you make will be applied to all of the contacts in the file that you are importing.
When the import is finished processing, you will see the status of the import update to "Complete" or "Done, with errors".
Click on the blue number in the Failed column to view any contacts that failed to import and why.
Note: It can take up to an hour for the system to process and import your file.
If an import fails, the most common reason is the headers don't match. The column headings on your spreadsheet must exactly match the column headings on the Basic Contact List Template.
The first 5 rows must be accurate. This will be rows 2 through 6 on your spreadsheet. If there is any missing required information or duplicate addresses in these rows, the import process will not start.
If your import is failing and your headers and first 5 rows are good, check to see if there are any spaces after the data. For example, if there is a space after the email address or state, these spaces can cause issues when importing.