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Import Data (Contacts)

Manage contacts in a number of ways.

Import a batch whether there are contacts in the database or not.
Add individually.
Edit contacts individually.

Before importing contacts, a CSV file needs to be formatted for the SST CRM with proper headers (see sample here ). Note the column names (headers).

PREPARE THE TEMPLATE AND ADD CONTACTS.
Not every column in the CSV file needs to be filled.

Option 1

Select the Settings Gear and navigate to the Export Data tab in left column.
Navigate to Export Data under Utilities.
Export the CSV from the account.
Add the contact information in Excel or other spreadheet program.
Export as a CSV file.

Enlarge

Option 2

Download the template file below.
Add the contact information in Excel or other spreadheet program.
Export as a CSV file.

Download CSV Template

Import Contacts

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Navigate to Import Tab
- Select the Settings Gear and navigate to the Import Data tab in left column.
- Select Import Contacts button.
Begin Import Process
- Make sure the CSV file to be imported is formatted correctly. See above for details.
- Select the Import Contacts button.
Assign filters

Optional: Assign any Categories, Sources or Flags.
Filters & Duplicates
- If the CSV file has Categories, Sources or Flags, select the option to import these.
- Decide on how to handle duplicates.
Upload

Upload the CSV file.
Mapping
- In the left column is a sample of data taken from your CSV file.
- Make sure all the corresponding fields in the left column match the fields in the right column using the sort menu .

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Import Data (Contacts)

Option 1

Option 2

Import Contacts

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