Mapping Contacts from a CSV File

Modified on: 2014-11-05 09:14:15 -0600


SharpSpring enables you to import a CSV file but, in order to import the file properly, you will need to map spreadsheet fields to SharpSpring fields

Step-by-Step Guide to Mapping Fields 

​Step 1: Click on "Contact Manager" in the navigation bar.

Step 2: Select "Import Tool" in the drop down menu.


 

Step 3: Click on the "Choose File" button.

Step 4: Select the CSV file that you want to import.

Step 5: On the "Import Leads" page, you should see a "List Name" drop down box. Select "New List" in the drop down box. 

Step 6: After selecting "New List," write in the name of the list in the field to the right of the drop down box.


 

Step 7: In the "Import List As..." drop down box, you can choose to import the list as "Open," "Qualified Leads," "Unqualified Leads" and "Contacts." For this demo, let's choose "Contacts."


 

Step 8: You can choose to assign the leads to a campaign or to a particular user, by placing a check mark in the boxes provided.

Step 9: Now you need to map the CSV fields on the left to the SharpSpring fields on the right. For example, First Name = First Name, Last Name = Last Name, Email = Email, etc.

​(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.)
 

 

Step 10: Once you're finished mapping your fields, click on the green "Import Leads" button. You have successfully mapped your CSV columns to SharpSpring fields!

You should now have a better understanding of how to map fields from a spreadsheet to a SharpSpring form using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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