1. How to import CSV to add Contacts ?

How to create the CSV file to import the Contacts along with the Labels, Custom Field and assigning the Team member.

1. Please open the Google Sheets click here

2. In the First Column enter the number of the customer.

3. In the Second Column enter the name of the customer.

4. In the Third Column you can enter label you want to assign and Custom field and also assigning the Team member

Follow below guidelines to import the Labels

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

Follow below guidelines to Import the Status

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

Follow below guidelines for Assigning by importing

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.

Steps to Import the contacts through CSV

1. Kindly go to Contacts & CRM

2. Click on Import Contacts

3. Chose the CSV file

4. Select the contacts column and name column

5. If you've any Labels, custom field data in the CSV file, kindly select the column for that.

6. And, click on Finish Mapping then Import now.

Kindly refer below video for better understanding

Importing the Contacts through CSV File