Step-by-Step Guide on How to import contacts from an Excel Spreadsheet 


Importing Data into your account is easy.  Simply use our import templates as a guide.  


If you are using a specific language other than English let us know by contacting our Support Helpdesk and we will email over the correct data import template to use.  


Please note: the headings on your data must be exactly the same as the headings on the data import template for the import to be successful.  Please click here to download the data import templates.

  

We also have a short video to see how to import data into your account please click here to view. 


Step by Step Guide:

 

1. The column called Categories is where you enter your tag group(s) just enter each tag name separated by a comma (,) and NO SPACE – i.e. customer,south-west,new-lead (these are then automatically imported as tags within your CRM account and are used to segment your contacts into different categories).

 

2. Any additional columns beyond the Website column will be treated as a Custom Field.

 

3. Before you import the data into your account please ensure that you have changed the file format from an xls format to a UTF – (comma delimited) file.

 

4. Now you are ready to import. Go to contacts and click on the Import button as shown below in red:



5. A screen will appear where you can automatically choose to merge duplicate contacts by leaving the default setting as Yes. 


 


6. Next choose your file you wish to import and click on the Import button as shown below:




Please Note:

  • You cannot change the names of any heading – except for custom fields at the end – you can match the headings here with the headings you have in your account. 
  • You need at least a First Name or Surname or Company Name in place for the row / record / contact to be valid.


Before you import the data ensure that you have changed the file format from an xls format to a UTF format. 

 

To do this just go to save as ‘File type’ – choose .UTF file (comma separate file) or Unicode format if you are using extended characters (i.e. foreign characters etc).

 

Please note: If importing a large amount of data the system can take longer to import - please allow time for this process to finish.