SharpSpring enables you to import contacts or leads to a new list. This article will detail how to upload contacts to new lists.
The following user roles can import contacts:
- Sales Managers
- Marketing Managers
To import leads to a new 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.