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      2. Contacts

      Mass Import Contacts

      This guide provides a straightforward walkthrough for mass importing a list of contacts 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:

      Key Points:

      • Required Fields: Ensure the CSV file includes First Name, Last Name, Phone Number, and Email. Other information is not necessary.

      • Avoid Duplicates: Duplicate entries can cause errors in the upload.

      • Upload Limits: You can upload up to 50,000 contacts at once, but smaller lists tend to have better success.

      Steps:

      1. Navigate to SalesAi: Go to the platform and click Contacts.

      2. Import Contacts: Click Import Contacts to start the process. You will be directed to the Data Import tab.

      3. Upload:

        • Input the Import Name (visible only to you).

        • Input the Lead Source (e.g., Current Customers, Facebook Leads).

        • Upload the CSV file by either dragging and dropping or using the file search option.

        • Optionally, Download Example CSV File for formatting.

      4. Mapping:

        • Ensure First Name, Last Name, Phone, and Email are mapped correctly (automatic mapping happens for most fields).

        • For unmapped fields, manually select the best match using the drop-down menu.

        • Conflict Strategy: Decide whether to overwrite existing data (default is Don't overwrite).

      5. Finish Import: Click Finish Import once the file is mapped. The contacts will appear under Data Import and later in the Contacts tab.

       

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