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
- Importing Contacts
- Mapping List Members
- Regarding Company Name Fields
- Sender Reputation: Evaluating Imported Lists
- Ready to Learn More?
To import contacts through the Import Tool, do the following:
|1.||In SharpSpring's top toolbar, click
Contacts > Import.
Click to enlarge.
|2.||Click Choose a File.|
|3.||Select the .CSV file to import.|
|4.||Click Upload .CSV File.|
|5.||On the Import Contacts page, under List Settings, select New List.|
|6.||In the List Name text box, enter a name for the list.
|7.||In the How Should We Handle Duplicates? drop-down menu, select from the following options:
• Do not update: Duplicate fields and information are not updated.
• Update only new: Adds information from a new column.
• Update new and existing: Updates all fields and information in the record.
|8.||In the Import Unassigned Leads in List As... drop-down menu, select one of the following:
• Unqualified Leads
• Qualified Leads
|9.||Optionally, do the following:
• Click the Overwrite Existing Lead Status? checkbox.
• In the drop-down menu that appears, select the desired status.
|10.||Optionally, do the following:
• Click the Assign to a campaign? checkbox.
• In the drop-down menu that appears, select the desired campaign.
|11.||Optionally, do the following:
• Click the Assign leads to a particular user? checkbox.
• In the drop-down menu that appears, select the desired user.
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 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.
Sender Reputation: Evaluating Imported Lists
When you import a new list, SharpSpring evaluates the overall quality of the list based on a variety of factors, including an evaluation done by a third-party verification service. If 45% or more of the list contains contacts with email addresses deemed invalid, toxic, or purchased, SharpSpring will not allow your import to continue.
SharpSpring has determined these lists would fall into the lowest 2.5% of list quality, and they have a high risk of damaging your sender reputation should an email send be attempted. This measure is taken to ensure the long-term health and viability of the platform and to protect your own sender and domain reputation.
In the rare case that a list is rejected due to low quality, SharpSpring's compliance team will be notified. Contact firstname.lastname@example.org for further clarification.
For more information about the evaluation of imported or created contacts and list rejections, refer to Using Email Engagement Tools.