How to Import Contacts/Leads into Pipelines?

STEP 1: UPLOAD FILE

Upload your Contacts as CSV

1. Go to Contacts.
2. Click Import on top right side of page
3. You can download sample by clicking on Download Example CSV File Headers
4. Drag and Drop a file or click to upload your data file
5. Choose your pipeline option from drop downs (What Do You Want To Upload?)

1. Click on Upload File

STEP 2: FIELD MAPPING #

Map CSV file fields to Imports contact #

1. Choose your Opt-In Statuses
2. Contact Duplication Rule

• Match by Email By selecting this option your uploaded Pipeline will match with existing Pipeline in system by using email columns. And if email matched it means Pipeline is already in system and new Pipeline from your uploaded file will not be processed.
• Match By Phone Number By selecting this option your uploaded Pipeline number will match with existing Pipeline Phone Number in system by using Phone Number column. And if Phone Number matched it means Pipeline is already in system and new Pipeline from your uploaded file will not be processed.
• Match by Email or Phone Number By selecting this option your uploaded Pipeline will match with existing Email or Phone Number in system by using Email or Phone Number column. And if Phone Number or Email anyone of them is matched it means Pipeline is already in system and new Pipeline from your uploaded file will not be processed.
• Match by Email and Phone Number By selecting this option your uploaded Pipeline will match with existing Email and Phone Number in system by using Email and Phone Number column. And if Phone Number and Email both of them are matched it means Pipeline is already in system and new Pipeline from your uploaded file will not be processed.
• No match, create new leads By selecting this option your uploaded Pipeline will not match with existing Pipeline and create new Pipeline (you might get duplicates if Pipeline are already in the system)

Map the fields in your File to system fields #

Map your fields according to the data in your uploaded file:

Once fields are mapped click on Submit. Your file will start uploading.