1. How to import CSV to add Contacts ?
Last updated
Was this helpful?
Last updated
Was this helpful?
Was this helpful?
Please open the Google Sheets click here
In the First Column enter the number of the customer.
In the Second Column enter the name of the customer.
In the Third Column you can enter label you want to assign and Custom field and also assigning the Team member
Predefined Labels : All labels should be created in advance to ensure the system recognizes them.
Exact Spelling : Ensure the spelling and format of labels match exactly with those in the system to avoid errors.
Comma Separation : If multiple labels apply to a single entry, separate them with a comma.
Example: 1. If you are using labels like Hot Lead and Cold Lead, these labels must first be created in the 'Labels' section of the system. 2. During import, you should include the labels in the 'Lead' field in the following format: 3. Hot Lead, Cold Lead
Predefined Status: Status should be created in advance to ensure the system recognizes them.
Exact Spelling: Ensure the spelling and format of labels match exactly with those in the system to avoid errors. Example: If you are setting status "Open" this status must first be created in the "Status" section of the system
Predefined Agent with email id: Agent email should be added in advance to ensure the system recognizes them.
Exact Spelling: Ensure the spelling and format of email match exactly with those in the system to avoid errors. Example: If you are setting assignment to "[email protected]" then this email id must first be created in the "Team" section of the system.
Kindly go to Contacts & CRM
Click on Import Contacts
Chose the CSV file
Select the contacts column and name column
If you've any Labels, custom field data in the CSV file, kindly select the column for that.
And, click on Finish Mapping then Import now.