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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 import contacts from a CSV file (which is the most common), or you can import from the following sources:

CSV Import

When importing a CSV file, you can create a custom contact list, or you can export contacts from other online programs - just make sure you save your list as a Comma Separated File (CSV).

Now, there are two very important parts to the process, and you'll want to start from the beginning to ensure a successful import:

  1. Preparing Your List for Import
  2. Uploading & Importing Your List

(info) 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
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Preparing Your List

Preparing Your List for Import

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<script src="https://fast.wistia.com/embed/medias/ugaoa9wtuq.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_responsive_padding" style="padding:80.0% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><div class="wistia_embed wistia_async_ugaoa9wtuq videoFoam=true" style="height:100%;position:relative;width:100%"><div class="wistia_swatch" style="height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;"><img src="https://fast.wistia.com/embed/medias/ugaoa9wtuq/swatch" style="filter:blur(5px);height:100%;object-fit:contain;width:100%;" alt="" aria-hidden="true" onload="this.parentNode.style.opacity=1;" /></div></div></div></div>

(info) To streamline your import, you can use our Contact List Template.

Quick Tips:

  • Each contact in your import file must have at least a first name, last name, and either an email address, complete physical address, or home phone number. All other columns are optional.
  • If you are importing a birthday or purchase anniversary, you may need to format the cells in your spreadsheet. The required format is YYYY-MM-DD (example: 1980-04-16). 
  • 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.
  • Organize your import file(s) by Status, Type, and Group before you import them into the system.

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Upload and Import

Uploading & Importing Your Contact List

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<script src="https://fast.wistia.com/embed/medias/f3trxh9pmr.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_responsive_padding" style="padding:80.0% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><div class="wistia_embed wistia_async_f3trxh9pmr videoFoam=true" style="height:100%;position:relative;width:100%"><div class="wistia_swatch" style="height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;"><img src="https://fast.wistia.com/embed/medias/f3trxh9pmr/swatch" style="filter:blur(5px);height:100%;object-fit:contain;width:100%;" alt="" aria-hidden="true" onload="this.parentNode.style.opacity=1;" /></div></div></div></div>

Quick Tips:

  • 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.


(info) 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 imports@marketleader.com. 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!

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Google Contacts Import
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Google

To do a one-time import from Google, first select Google Contacts from the menu.

Next, select the contact status, type, and group for your Google Contacts, then click Next.

(warning) A single import can only go into one status and/or group, so these selections will apply to all of the contacts in your Google import.If you want to import your Google contacts into multiple different groups/types/statuses, then we recommend exporting the contact list as a CSV and following the steps above to prepare your CSV file(s) and import them.

Then check the box to verify all of these contacts are not from a purchased email list, then click the Import button.

You'll be prompted to enter your Google login and password, and then once you enter your credentials, your Google import will start.

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Office 365
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O365

To do a one-time import from GoogleOffice 365, first select Office 365 from the menu.

 Next, select the contact status, type, and group for your O365, then click Next.

 (warning) A single import can only go into one status and/or group, so these selections will apply to all of the contacts in your O365 import. If you want to import your O365 contacts into multiple different groups/types/statuses, then we recommend exporting the contact list as a CSV and following the steps above to prepare your CSV file(s) and import them.

 Then check the box to verify all of these contacts are not from a purchased email list, then click the Import button.

You'll be prompted to enter your Office 365 login and password, and then once you enter your credentials, your import will start.

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 Additional Resources:

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Follow these step-by-step instructions to learn how to import your contacts into your Market Leader system, or export your contacts into a CSV file.

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