Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. Follow these steps:
1. Prepare Your CSV File
Create a CSV file with clearly labeled column headers.
Include both standard fields (e.g., Name, Email) and any custom fields (e.g., Icebreaker, Referral Source).
2. Start the Import Process
Go to the import section in your system.
Upload your CSV file.
3. Map Your Fields
The system will prompt you to match each CSV column to a corresponding field.
Ensure all columns, especially custom fields, are mapped correctly.
4. Complete the Import
Review the field mapping.
Confirm and finalize the import.