Import My Existing Client Information into the Contact Tool
Aug 16, 2016 | By: PhotoBiz Knowledge Base
To import your contacts/leads/database from other providers, please upload a 4MB (Maximum) or less file in .CSV format. Most email and contact manager providers and applications will give you an option to export a .CSV file of your contacts.
Before uploading your file, please verify the following:
1. The file must have titles in English at the top of every column.
2. The file must include at least one column labeled Email, as this is mandatory.
3. It may include any or all of the following additional optional columns:
First Name Last Name Phone Work Phone Number Company Name Birthday Facebook Address Line 1 Address Line 2 City Country State or Province Zip Code Shipping Address Shipping City Shipping Country Shipping State or Province Shipping Zip Code Notes
When your CSV file is ready to upload, click on the CONTACTS tool, then click on the IMPORT button. From there, click on BROWSE... and select the file from your computer's file directory. When your file has been selected, click on the green CONTINUE
After you click on CONTINUE, you'll see an import preview. On this page, you'll be able to control the column labels from the drop down menu at the top of each column.
Under the import summary, there are three more sections to complete before starting the import.
First, you will SELECT A TYPE for these contacts. Your choices are: CUSTOMER, LEAD, or VENDOR.
Next, you can SELECT TAGS. This will help you create more specific lists within your contacts. To enter a tag, type it into the text box and click on ADD TAG. You can add multiple tags if needed, just click on ADD TAG between each one.
Lastly, check the checkbox that certifies that you have permission to use these email address.
And finally, click on the IMPORT button.
Next, you'll see a progress bar. When your import is 100% complete, you can click on the VIEW SUMMARY button to see more information about your import.
The import summary will show you the type of contacts that were imported, any tags you selected, the number of contacts imported, and the number of invalid contacts (duplicate contacts, or entries without an email address).
There is a 5,000 contact selection limit per import attempt. If your file has more than 5,000 contacts, the system will select the first 5,000. You can simplify larger contact imports by limiting each file upload to 5,000 contacts and uploading the CSV files separately. You can modify your file with Google Spreadsheets or Microsoft Excel, be use to save it as a .csv file document
Your contacts must have an email address in order to be imported
The system will automatically exclude any duplicate email addresses or contacts without an email