Step-by-Step Guide
1. Navigation of Import Process
At the top of the import interface, you'll see a visual progress indicator that guides you through the entire contact import workflow. This navigation bar shows you exactly where you are in the process and what steps remain, ensuring a smooth and transparent import experience.
2. Upload Your Contact File
The central upload area allows you to easily drag and drop your contact file directly into the system. You can import contacts from CSV, XLS, or XLSX file formats. Please note that each import is limited to a maximum of 10,000 rows to ensure optimal processing performance. Simply drag your file into the designated area, or click to browse and select your file from your device.
3. Proceed to Field Mapping
Once your file is successfully uploaded, click the "Next Step" button to proceed to the field mapping stage. This is where you'll match your contact file's columns to the appropriate fields in our system, ensuring your contact data is organized correctly for maximum effectiveness in your outreach campaigns.
Conclusion
Importing your contacts is the critical first step to maximizing your engagement potential. Our streamlined 3-step process lets you quickly upload your contact lists while ensuring proper field mapping and organization. This careful approach maintains data integrity and compliance, setting you up for successful relationship management.
Properly mapped contact data forms the foundation of personalized outreach strategies. Take time to verify your field mappings during import to avoid complications later. If you encounter any issues during the import process, our support team is always available to assist you.