SharpSpring enables you to import contacts to an existing list as you gain more leads. This article will detail how to upload contacts to existing lists.
The following user roles can import contacts:
- Sales Managers
- Marketing Managers
To upload leads to an existing list, do the following:
Note: When mapping, sometimes the column names will not match.
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 and add N/A down the entire column.