Import Existing List
To import your list to the CRM, navigate to the CRM page and click the gear neck to the 'Add Contact' button.
Click 'Import'
You'll be prompted to upload a CSV, XLS, or XLSX document. If you don't have an existing file, you can download our template to complete and re-upload.
Once your file is uploaded, you'll have the opportunity to map the data into your CRM columns and/or add new columns when necessary. You can skip data that you don't want to have added to your CRM.
Any contacts in your input that match existing CRM contacts won't be imported.