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:
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 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: Lastly, map your fields to either existing fields in SharpSpring or to new custom fields.
- Click here for more detailed information about mapping contacts from a CSV file