Step 5: How to Import and Map Contacts in Your CRM

How to Import and Map Contacts in Your CRM

This guide will help you import a list of contacts into your CRM, map the necessary fields correctly, and ensure that the contacts are properly organized and added to a relevant workflow or campaign.

Phase 1: Login to CRM and Import Contacts

1. Login to Your CRM:

   • Begin by logging into your CRM system.

2. Navigate to Contacts:

   • Go to the Menu and select Contacts.

3. Import Contacts:

   • Click on Import Contacts.

   • Upload the CSV File - Final that contains your cleaned and verified contact data.

   • Click Next to proceed.

Phase 2: Mapping Fields

1. Map the Fields:

   • Align the fields in your CSV file with the corresponding fields in your CRM:

     • Address -> Address

     • City -> City

     • State -> State

     • County -> Tags

     • Zip -> Postal Code

     • MLS Agent Name -> Name

     • PHONE_NUMBER -> Phone

     • PHONE_LINE_TYPE -> Phone Type TEXT

     • MLS Agent E-Mail -> Email

     • MLS Amount -> Asking Price

     • Loan 1 Balance -> Remaining Principal

     • Loan 1 Type -> Loan Type

     • Loan 1 Rate -> Loan Rate

     • Est. Value -> Est. ARV

2. Handle Unmatched Columns:

   • Check the box for Don't import data in unmatched columns to ensure only the necessary data is imported.

3. Proceed to Import:

   • Click Next to continue the import process.

4. Name Your Import:

   • Enter a name for the import, such as "Pasco County - Low Equity."

5. Create a Contact List:

   • Check the box for Create a list of contacts from the import to organize the imported contacts.

6. Advanced Import Settings:

   • Expand the Advanced dropdown menu.

   • Select Add New and Update Existing Contact Records to ensure that new contacts are added and existing ones are updated.

   • Choose Email as the unique identifier for matching contacts.

7. Apply Tags:

   • Add tags to the imported contacts for better organization, such as:

     • low equity list

     • state (e.g., FL)

8. Add Contacts to Workflow/Campaign:

   • Select the appropriate workflow or campaign for the new contacts:

     • Workflow: 1. New Leads - Low Equity Campaign

Phase 3: Finalize Import

1. Confirm Compliance:

   • Before submitting, confirm that all contacts in the import have consented to receive communications:

     • "I confirm all contacts in this import have consented to hear from us. I've previously contacted them within the past year, and this list is not from a third party."

2. Submit the Import:

   • Click Submit to complete the import process.

By following these steps, you can efficiently import contacts into your CRM, ensure they are properly mapped and tagged, and add them to the appropriate campaigns or workflows. If you encounter any issues or need further assistance, please reach out to our support team.