Please watch the video below to learn more about importing Resources into the CRM. We also have a section with detailed instructions below.

If you have any questions, please give us a call. 

Keep in mind, we provide free support and setup, so use your CRM adviser to help you get everything setup! 

Detailed instructions:

To start, you will want to make sure that all fields within your spreadsheet also exist within your CRM. Here is a screenshot to reference on how to add those custom fields in your CRM: 

To import your spreadsheets you will want to have the file saved in .csv (comma delimited) format. 

From there you can follow these steps:

Step 1: Select ‘Import’ under the Orange +Contacts button on the right of your main dashboard: 

Step 2: Select the option ‘Comma’ and choose the .csv file that you saved to your computer 

Step 3: Match each .csv column to the appropriate field within your CRM:  If the field in your spreadsheet is titled exactly the same as the field within your CRM, it should automatically map. If not, simply select the correct CRM Field from your dropdown options. Please Note- during this step, there can be only one .csv column matched to one CRM field. If the same .csv column is mapped to multiple CRM fields, you will receive an error. 

Step 4: If wanting to catch duplicates, be sure to select the ‘unique’ box next to whichever piece of information you want it to catch duplicates based off. We most commonly recommend duplicates be caught based off email or phone number considering these two pieces of information are always going to be unique from person to person. 

Step 5: Once that is complete, select Submit at the bottom of the page

Step 6: On the next page- Please reference this screenshot and the following list of instructions: 

Select ‘Update’- This will ensure that a contacts profile is build out based off the most recently imported data (if the contact already did happen to exist within your CRM). 

Leave ‘Ignore’ selected unless you have Tags, Contact Types, or Contact Statuses within your spreadsheet that you would like captured within your contact’s profiles. If that is the case, select ‘Create’. 

Indicate where these contact’s came from through the ‘source’. 

Unless you would like to assign your imported list of contacts to a particular CRM user, you can leave that dropdown blank

Select the Contact Type and Contact Status in which should be applied to the imported list of contacts.

Encountering Errors

If you encounter any errors during the import, contacts will have imported up until that error line (You will need to refresh your screen to see the contacts populate in your CRM). The error message you receive should tell you which line in your spreadsheet that error is on and what is causing that error. Once you correct the error within the spreadsheet, I typically delete all lines up until the line that was not imported. I then save the document and import the remaining contacts.

If you have any questions during the importing process, please do not hesitate to us a call.

Thank you!