SharpSpring enables you to import your contacts through a CSV spreadsheet by using our Import Tool. In order to import the file properly, you will need to map your spreadsheet to SharpSpring. In this tutorial, you'll learn how to map contacts from your CSV fields into SharpSpring fields to ensure all of your contact information matches perfectly.
Step One: On the toolbar, hover over Contacts, then in the drop-down, click Import Tool.
Step Two: Scroll down and click the Choose a File button.
Step Three: Select the CSV file that you want to import and then click Upload CSV File.
Step Four: On the Import Contacts page, under List Settings, click New List, to import the contacts into a new list you create. In the field below, enter a name for the list.
Step Five: Below the name text area, you’ll see a drop down menu asking “How Should We Handle Duplicates?”. “Do not update field information” won’t do anything to contacts with email addresses matching leads already in the system, “Update only new field information” will only alter new fields for duplicate contacts, and “Update new and existing field information” will overwrite all fields of a duplicate contact with the new import information. Select how you’d like duplicates to be handled.
Step Six: In the "Import Unassigned Leads in List As..." drop down box, you can choose to import the list as "Open," "Unqualified Leads," "Qualified Leads," or "Contacts,". There is also a toggle for “Overwrite Existing Lead Status?”, which will apply the lead status you have set for the import to existing contacts if toggled on. Select the assignment you’d like for contacts in this import.
Step Seven: You can choose to assign the leads to a campaign or to a particular user by placing a check mark in the boxes provided. This will prompt a drop down menu where you can then specify assignment.
Step-by-Step Guide to Mapping List Members
SharpSpring tries to automatically map certain standard fields like First Name, Last Name, and Email. It isn’t always able to do so, but you may see fields already mapped. You can reassign these fields if you don’t want to map them how SharpSpring tries to map them for you.
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. Then simply add "N/A" down the entire column.)
Step One: Now you need to map the CSV fields on the left to the SharpSpring fields on the right. For example, First Name = First Name, Last Name = Last Name, Email = Email, etc. You can also select the check box next to “Make Custom Field” to import the column as a custom field.
Step Two: Once you're finished mapping fields, click on the green "Import" button.
Step Three: A pop-up will display, showing sample mapping data for an example contact. If everything looks correct, type CONFIRM in the text area and click the Import button.