Choose your Data Import Template: 


We have a choice of standard data import templates that you can choose from, depending on your business.  Please see below to click on the template that is relevant to your business: 

What to do next? 

Simply choose one of the above data import templates and either: 

1. Add the column headings to your spreadsheet 

2. Fit your data into the data import template by adding your contacts information into the appropriate columns. Click here to read our step by step guide.  


Watch a quick video to show you how: 

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

3. Once you have selected one of the above data import templates just replace your headings in your own spreadsheet with the ones on the data import template. 


Please note: the headings for Custom Fields must be exactly the same as the headings inside your account for the data import to be successful.