SharpSpring's enables you to upload contacts or leads to a new list. If you have an existing list you would like to uploading a CSV file into, you can find more information on that here.
The following video will show you how to upload a list of contacts or leads to SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide on how to Upload a List of Contacts or Leads to a new List
Step 1: Click on "Contact Manager" in the top navigation bar.
Step 2: Select "Import Tool" in the drop down menu.
Step 3: Click on the "Choose File" button.
Step 4: Select the CSV file that you want to import.
Step 5: On the "Import Leads" page, you should see a "List Name" drop down box. Select "New List" in the drop down box.
Step 6: After selecting "New List," write in the name of the list in the field to the right of the drop down box.
Step 7: In the "Import List As..." drop down box, you can choose to import the list as "Open," "Qualified Leads," "Unqualified Leads" and "Contacts." For this demo, let's choose "Contacts."
Step 8: You can choose to assign the leads to a campaign or to a particular user, by placing a check mark in the boxes provided.
Step 9: Now you need to map the CSV fields 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 10: Once you're finished mapping fields, click on the green "Import Leads" button.
You should now have a better understanding of how to upload a list of contacts or leads using SharpSpring. As always, if you have any questions or concerns you can send an email to email@example.com.