1. Have your contact list ready to import. It should include at least three columns, Name, Phone and Email, and it must be a CSV file.
2. Go to 'Contacts' on the left-hand side menu.
3. From the action bar select “Import Contacts”.
4. Select contacts then click next.
5. Drag and drop, or, upload your csv file then click next.
6. Choose how you want to import contacts from the drop down bar:
7. Map your fields to ensure the details are coming over correctly. This steps tells ZipLeads where to store the information on the Contact Card. For example, “First Name” from the CSV file should be mapped to “First Name” in ZipLeads and “mobile” should be matched to “phone”. Once all necessary fields are mapped you can tick “don’t import data in unmatched columns” if you have extra fields left that do not need to be included. Then select “next”.
8. Under preferences you can create a smartlist from the import (optional), add imported contacts to a workflow (optional) and also add a tag to the imported contacts (recommended to be able to segment your contacts easily).
9. Then review the import below and select the check box at the bottom to confirm this list has opted in to hear from you, then click start bulk import when you are happy with the import settings
10. You can then click 'bulk actions' in the top menu bar to view the progress of the import