How to Import Contacts Using the New Import Feature

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How to Use the New Bulk Import Feature in Our App
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Our new Import Feature makes it easy to upload large lists of contacts into the platform in just a few minutes. Follow the steps below to properly prepare and import your data.

Step 1: Open Bulk Import Instructions

First, navigate to Bulk Import Instructions inside the platform.

This section will open a screen that includes:

• Written instructions

• A walkthrough video explaining the process

This page will guide you through everything you need to do before importing your data.

Step 2: Download the Correct Template

Depending on the type of leads you are working with, you need to download the correct template.

Available templates include:

• Tax Overages / Mortgage Overages Template

• Bankruptcy Funds Template

• State Funds Template

Important:
Do not change the column names in the template. The system automatically reads these fields during the import process.

If you need additional fields added to your CRM, contact support and we can create a custom template for your specific workflow.

Step 3: Move Your Data Into the Template

Once you download the template:

1. Copy your existing lead data.

2. Paste it into the template file.

3. Save the file.

You can save the file as either:

• CSV

• Excel (XLSX)

Both formats will work with the system.

Step 4: Start a New Import

After preparing your file:

1. Navigate to New Import

2. Click New Import

3. Select Choose File

4. Upload your saved CSV or Excel file.

Step 5: Upload and Validate the File

Once your file is selected:

1. Click Upload and Validate

2. The system will review your file and automatically map the fields.

During this step the platform will check:

• If the fields match the CRM

• If any columns are missing

• If the data can be imported correctly

If a field is not found in your CRM, the system will notify you.

Step 6: Approve the Import

If all fields are mapped correctly:

1. Click Approve and Import

2. The system will begin importing your contacts.

Step 7: Review Import Results

After the import finishes, you will be able to see the results in the Import List.

The report will show:

• New Contacts Imported

• Duplicate Contacts

• Errors (if any)

Example:

• 30 new contacts imported

• 15 duplicates

• 0 errors

Understanding Duplicate Contacts

If a record already exists in your CRM, the system will flag it as a duplicate.

You may see a message such as:

This location does not allow duplicate contacts.

This simply means the contact is already inside your system, so it will not be imported again.

You can review these records in the Duplicates section.

Final Notes

The new Import Feature allows you to:

• Upload large lead lists quickly

• Automatically map fields

• Detect duplicates

• Track import progress

This update should save you significant time when adding new leads to your CRM.