Importing contacts from a spreadsheet

1. Save your spreadsheet as a CSV file (in Excel or Google Sheets: File, Download or Save as, then CSV).
2. In Contacts, press Import.
3. Choose the file and press Upload and map columns.
4. For each column in your file, choose where it goes in your CRM - name, email, phone, tags, or one of your own fields. Choose Don't import for anything you do not want.
5. A column with nowhere to go - say Budget or Lead source? Choose + Create a new field. It becomes one of your own fields, named after the column, and its kind is read from what is in it: numbers (even written like $450,000), dates, yes/no, or text.
6. An email column is required. Press import.

Someone already in your CRM with the same email is updated rather than added twice: blanks are filled in, and new tags are added to the ones they have.

Tags in your file

Put several tags in one cell, separated by commas - buyer, miami, hot becomes three tags. Semicolons and the | sign work too, since other CRMs export tags that way.

Bringing in your website leads

If you also have a website with us, press Bring in my website leads on the same panel to add everyone who has filled in a form on your site. New website leads arrive in your contacts by themselves - see Website leads.