Importing Contacts List

 

Before you upload your file, make sure that your file is ready to be imported by referencing the CSV Upload Pre-requisites. When your contacts list is exported as a CSV file and ready to upload, log in to your CRM account and follow the steps below:

  1. Navigate to Contacts > Smart Lists
  2. Click Import Contacts button
  3. Upload CSV file and click Next
  4. Map columns in your file to contact field properties with the Contact Fields dropdown(s) and click Next
  5. (Optional) Configure Import Details as desired
  6. Click Submit

 

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