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:
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Required Fields: Ensure the CSV file includes First Name, Last Name, Phone Number, and Email. Other information is not necessary.
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Avoid Duplicates: Duplicate entries can cause errors in the upload.
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Upload Limits: You can upload up to 50,000 contacts at once, but smaller lists tend to have better success.
Steps:
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Navigate to SalesAi: Go to the platform and click Contacts.
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Import Contacts: Click Import Contacts to start the process. You will be directed to the Data Import tab.
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Upload:
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Input the Import Name (visible only to you).
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Input the Lead Source (e.g., Current Customers, Facebook Leads).
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Upload the CSV file by either dragging and dropping or using the file search option.
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Optionally, Download Example CSV File for formatting.
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Mapping:
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Ensure First Name, Last Name, Phone, and Email are mapped correctly (automatic mapping happens for most fields).
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For unmapped fields, manually select the best match using the drop-down menu.
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Conflict Strategy: Decide whether to overwrite existing data (default is Don't overwrite).
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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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