SharpSpring allows you to import more than one contact at a time. You can do this by importing a CSV file via the Import Tool, located under Contacts in the top navigation bar.
If you are NOT looking to import contacts, but instead looking to migrate over accounts, opportunities, campaigns or notes from other CRM platforms, please see the following links below
Here's how to find the Import Tool:
Step One: On the toolbar, hover over Contacts and in the drop-down, click Import Tool.
Here's what you need:
Step One: Create a CSV in Unicode with all of your contacts
- You can create this in Excel, Google Sheets, Text Editor or any application that will allow you to save the CSV in unicode.
- Click here to learn how
Step Two: Include a column in your CSV titled Email that can be mapped to the Email field in SharpSpring
IMPORTANT: The Import Tool requires that your CSV contain a column mapped to the Email field. You will still need to include the Email column when a contact does not have an Email Address. A First and Last Name are required in the event that you do not have an Email Address for that contact to be imported into the SharpSpring successfully.
Here's an example of a CSV file:
Step Three: Once your CSV is ready for import, scroll to the bottom of the page and click Choose a File, then click Upload CSV File. Once your CSV is uploaded, you will need to configure the list settings and map your fields to either existing fields in SharpSpring or to new custom fields.
- Click here for more detailed information about list settings and mapping contacts from a CSV file
Here's how lists are evaluated:
When you import a new list, SharpSpring evaluates the overall quality of the list based on a variety of factors, including an evaluation done by a third-party verification service. If 45% or more of the list contains contacts with email addresses deemed invalid, toxic, or purchased, we will not allow your import to continue. This measure is taken to ensure the long-term health and viability of the platform and to protect your own sender and domain reputation.
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