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Import Data (Contacts)

Manage contacts in a number of ways.
  • Import a batch whether there are contacts in the database or not.
  • Add individually.
  • Edit contacts individually.
Before importing contacts, a CSV file needs to be formatted for the SST CRM with proper headers {modal image="images/galleries/trainings/contacts-manage/Contacts-CSV-File-Sample-1.jpg"}(see sample here ) {/modal}. Note the column names (headers).

PREPARE THE TEMPLATE AND ADD CONTACTS.
Not every column in the CSV file needs to be filled.

Option 1

  • Select the Settings Gear  and navigate to the Export Data tab in left column.
  • Navigate to Export Data under Utilities.
  • Export the CSV from the account.
  • Add the contact information in Excel or other spreadheet program.
  • Export as a CSV file.
Enlarge

Option 2

  • Download the template file below.
  • Add the contact information in Excel or other spreadheet program.
  • Export as a CSV file.

Download CSV Template

Import Contacts

  • Navigate to Import Tab
    • Select the Settings Gear   and navigate to the Import Data tab in left column.
    • Select Import Contacts button.
  • Begin Import Process
    • Make sure the CSV file to be imported is formatted correctly.  See above for details.
    • Select the Import Contacts button.
  • Assign filters
    Optional: Assign any Categories, Sources or Flags.
  • Filters & Duplicates
    • If the CSV file has Categories, Sources or Flags, select the option to import these.
    • Decide on how to handle duplicates.
  • Upload
    Upload the CSV file.
  • Mapping
    • In the left column is a sample of data taken from your CSV file.
    • Make sure all the corresponding fields in the left column match the fields in the right column using the sort menu .