Step 6: How To Import & 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 4: Use this Checklist:

https://docs.google.com/spreadsheets/d/1JFXJBlY2RcpYLpdXYHtSX27gGulRHZOOoCe6vCYo0O4/edit?usp=sharing

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.