Upload Contacts to an Existing List

Modified on: 2014-11-05 09:31:28 -0600


SharpSpring enables you to upload contacts to an existing list. The following video will show you how to upload leads to an existing list in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.

(Note: if you would like to upload contacts to a new list you can find more information here.)




Step-by-Step Guide on how to Upload Leads to an Existing List 

Step 1: Click on "Contacts" in the top navigation bar.

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

 


Step 3: Click on the "Choose a file" button and select the CSV file you want to use.

Step 4: Click on the blue "Upload CSV File" button.

 


Step 5: In the "List Name" drop down box, select the list that will receive the CSV file data.

 


Step 6: In the "Import List As..." drop down box, choose whether you want the list to be imported as "Qualified Leads," "Unqualified Leads" or "Contacts." For the demo, let's select "Qualified Leads."

 


Step 7: You can also assign the leads to a particular campaign and/or a particular user in the checkboxes provided.

Step 8: Now you need to map the CSV column names 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 9: After you have finished mapping your fields, click on the green "Import Leads" button.




You should now have a better understanding of how to upload leads to an existing list using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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