Data Import
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      1. SalesAi Help Center
      2. Data Import

      Import a CSV or Excel File

      This guide provides a straightforward walkthrough for importing a CSV or Excel file in the SalesAI. Scroll through the steps below to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      🔹 Before You Begin

      • Required fields: First Name, Last Name, Phone Number, and Email.

      • Avoid duplicates to prevent upload errors.

      • Max upload: 50,000 contacts per file (smaller batches perform better).

      🛠️ Import Process

      1. Go to SalesAi → Data Import.

      2. Click New Import.

      3. Enter an Import Name (e.g., “7/2, Inbound, Webinar Leads”).

      4. Enter a Lead Source (e.g., Facebook, Form Submissions).

      5. Upload your CSV or Excel file by drag-and-drop or file selection.

      6. (Optional) Download example CSV for correct formatting.

      7. Once uploaded successfully, you’ll see a green checkmark.

      8. Click Upload to proceed.

      🔄 Map Fields

      1. Map CSV fields to contact properties.

        • Fields auto-mapped show “Yes”; unmapped ones show “No.”

        • Use the dropdown to map unmatched fields.

      2. You must include: First Name, Last Name, Email, and Phone.

        • Custom fields must be created in Settings → Properties.

        • Unmapped fields are ignored.

      ⚙️ Conflict Strategy

      1. Choose whether to overwrite existing contacts with matching phone numbers.

        • Default: “Don’t overwrite” (recommended if unsure).

      2. Click Finish Import.

      ✅ After Import

      • Your upload will appear under the Data Import tab.

      • All imported contacts will be available in the Contacts tab

       

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      Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.

      Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.

      Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
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