Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts. Here’s how to import multiple contacts:
Click "Contacts"
Click "Contacts"
Click the "Import Contacts" here.
Click the "Import Contacts" here.
Click "Upload a file"
Click "Upload a file" and select the .csv you wish to upload.
PRO-TIP: If you have multiple phone numbers or emails with one lead, we cannot support that, so please split the contacts into multiples so they will be uploaded.
PRO-TIP: Remove duplicates from the .csv file before uploading.
Important note regarding uploading contacts from keap
The phone field from the .csv export in keap is incompatible with the system. The way the parenthesis and dashes display the phone number keep it from working. Highlight the entire column in the .cvs file and remove the "(" symbol and the ")" symbol. Then you can import without messing up the data.
Click "Next"
Click "Next"
Select The Fields To Import
Click "Select" dropdown fields next to each field you wish to import.
Map The Fields To Import
Select the system field you wish to map the .csv field data to.
Click "Don't import data in unmatched columns"
If there are any fields you don't want to map, click the "Don't import data in unmatched columns" field.
Click "Next"
Click "Next"
Click "Import Name"
Click the "Import Name" field & type in a name for the import.
Click the "Create a list of contacts from the import"
Optional: Click the "Create a list of contacts from the import" field.
Click the "Advanced" dropdown
Click the "Advanced" dropdown.
What do you want to do with contacts/s in the .csv file?
Click the "Add New and Update Existing Contact Records" field.
Click the "Add New and Update Existing Contact Records" field.
Click the "Find Existing Contacts Based on (Primary)" field.
Click the "Find Existing Contacts Based on (Primary)" field.
Select how you want to find existing contacts
Click your preference.
PRO-TIP: Now we can find existing contact based on a secondary field, so if the contact record has only the phone number, we can also upload them!
Add any tag(s) you wish to add.
In the "Tags" field.
Search for any tag(s) you wish to add.
- Add any tag(s) you wish to add.
Optional: "Add To Workflow/Campaign"
Optional: Toggle on the "Add To Workflow/Campaign" to add uploaded contacts to a Workflow/Campaign
Then click the "Workflow/Campaign" field.
and select the workflow you wish to add the contacts to
Click "Submit"
Click "Submit"
Click the "Update Existing Contact Records" field.
Click the "Find Existing Contacts Based on (Primary)" field.
Click the "Find Existing Contacts Based on (Primary)" field.
Select how you want to find existing contacts
Click your preference.
PRO-TIP: Now we can find existing contact based on a secondary field, so if the contact record has only the phone number, we can also upload them!
Add any tag(s) you wish to add.
In the "Tags" field.
Search for any tag(s) you wish to add.
Add any tag(s) you wish to add.
Optional: "Add To Workflow/Campaign"
Optional: Toggle on the "Add To Workflow/Campaign" to add uploaded contacts to a Workflow/Campaign
Then click the "Workflow/Campaign" field.
and select the workflow you wish to add the contacts to
Click "Submit"
Click "Submit"
