Data Import
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      1. SalesAi Help Center
      2. Data Import

      Data Import: Import a CSV File

      This guide provides a straightforward walkthrough for importing a CSV 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 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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