SharpSpring's enables you to upload contacts or leads to a new list.
NOTE: If you would like to upload contacts to an existing list, click to review the article Uploading Contacts to an Existing List.
The following User Roles have access to upload contacts:
- Sales Manager
- Marketing Manager
Follow these steps to upload leads to a new list.
Step One: On the toolbar, hover over Contact , and in the drop-down, click Import Tool.
Step Two: On the Import Contacts page, scroll down to the CSV UPLOAD section and click Choose a File.
Step Three: Within your file manager, select a file and open it. Notice the file name displays. Then click the Upload CSV File button.
Step Four: On the List Settings page, do the following:
- Click New List, then in the field, enter a name for the list.
- Select how you want to handle duplicate entries.
- Select how you want the new leads imported as.
- Optional. Click and choose to assign list to a specific campaign and/or particular user.
Step Five: Now you need to map the CSV column names on the left to the SharpSpring fields on the right. For example, First Name = First Name, Last Name = Last Name, Email = Email, etc. Sometimes the column names will not match. Once you have mapped, on the bottom right, click Import.
Note: 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.