If you already use a CRM or a spreadsheet to collect your clients’ contact information, this is an easy way to add them to your OneLocal account. Not only will this help you build your contact list, but you can monitor your clients’ sentiment over time.
Your Spreadsheet
When creating your spreadsheet, ensure you’ve added column labels. Column labels must be the first row in your spreadsheet.
At a minimum, your spreadsheet must include each client’s first name, and their email address, and/or phone number.
Check an example bellow:
Save your spreadsheet as a CSV file.
Log into your OneLocal account here.
Click the LocalContacts tab across the left side of the screen.
Click Add Contacts in the top right corner of the screen.
Click Upload Spreadsheet.
5. It will open a pop-up where you can select and open your .CSV file. Choose your CSV and then click proceed.
6. You will be asked to map your columns, please ensure you’ve correctly mapped the contacts’ first name, e-mail address, and/or phone number at a minimum.
7. Choose which mapped property (phone number or e-mail address) you’d like to match with existing contacts. This will help remove any duplicates.
8. Select what you’d like to do with existing contacts. Existing contacts can either be updated using the information in this new CSV file, or the duplicate contact can be skipped. You will receive a summary by e-mail follow each CSV upload and this summary will confirm which clients (if any) were skipped.
9. Click Proceed.
10. Click Upload Contacts.
11. You can view your newly uploaded contacts and will be able to filter them later if needed.
12. Your contacts have been added!
You can learn more about filtering your contacts by continuing onto this article next!