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.There are two parts to the import process. You will want to start from the beginning to ensure a successful import.
You can choose how to map each column to a specific field in your system, so you don't have to spend time trying to match up your column headers.
The Status, Type, and Group selections you make will be applied to all of the contacts in the file that you are importing.
It can take up to an hour for the system to process and import your file.
You can see the status of your imports by clicking the View Import History button.
You can download a list of contacts that failed to import, so you can fix the errors that caused them to fail, and then upload & import that list.
If there are errors in the first 10 rows of your list, you’ll see a message next to the field that has the error; click the Edit link for that field, you’ll see what the error is.
The most common errors are: a required field is missing, an email address is invalid, or the contact already exists in your system.
We're here to help! If you've followed all of the steps for a smooth import and you're still having trouble, you can 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 (a single import list can only go into one status and/or group). Then we'll take care of the rest!