SharpSpring enables you to import your contacts through a .CSV spreadsheet by using the Import Tool. In order to import the file properly, you will need to map your spreadsheet to SharpSpring. This article will detail how to map contacts from your .CSV fields into SharpSpring fields.
The following user roles can import contacts:
- Company Managers
- Marketing Managers
- Sales Managers
To import contacts through the Import Tool, do the following:
Mapping List Members
When importing .CSV files, SharpSpring tries to automatically map certain standard fields like First Name, Last Name, and Email. It is not always able to do so, but you may see fields already mapped.
You can reassign these fields if you do not want to map them how SharpSpring tries to map them for you. To map contacts when importing .CSV files, do the following:
Note: You can also click the Make Custom Field box to import the column as a custom field.
Regarding Company Name Fields
One of the required fields to import contacts is a Company Name field. However, there is a workaround that will allow you to import a .CSV file without data in the company name field. The best way to import contacts without a company name included is to add a Company Name field in the spreadsheet with N/A down the entire column for each individual entry.