Import Contacts

Map and import your contacts from a 3rd party

Importing Contacts

• Click Customers within the Global Navigation Drawer
• Click Contacts
• Click Upload Arrow
  
  
  

Where are you Importing From?

Pick the company you would like to import your Contacts from.

Prepare and Upload your File

Drag and drop files or Choose File from your computer.

Match your CSV columns to your InkSoft fields

Matched Fields

Columns under 'Matched Fields' have been associated to an InkSoft field. If one of the fields was mapped incorrectly, you can map it to a different InkSoft field within the drop-down.

NOTE: Unchecked rows will be ignored during the import.

Unmatched Fields

InkSoft found no matches for the columns within this section. You will need to manually map each column to an existing InkSoft field within the drop-down.

NOTE: Unchecked rows will be ignored during the import.

Import Preview

Import preview gives you a visual understanding of how many contacts you are importing into your CRM.

NOTE: If you attempt to import a contact that is already added to your CRM, InkSoft will ignore the contact to prevent duplicate profiles.

Import Completed Successfully

• Click Filter Results
• Select Origin
• Select the 3rd party you imported from