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Cvs contacts cleaner8/24/2023 Please Note: Contact ID unique identifier only shows up if you have a column header with Contact ID written as the header title. ![]() Step 1: Setting up your CSV and Custom Fields before importing The first row should NOT be blank! Include a header row in which at least one column header corresponds to a field in the system.csv file with 4 columns and 10,000 records will be ~500kb in size) Have only one sheet/tab within the spreadsheet.Only users with an ' Admin' role will have the option to import and export contacts.I'm trying to import a CSV with Notes, and I cannot generate more than one note per contact record.I'm trying to import a CSV with a DND Column, but all contacts are set to DND for ALL channels.When importing the phone numbers, I get the error code 1007 'invalid required property:.Important note for people that use Keap:.Some of my contacts have multiple emails and or phone numbers. ![]() My CSV list is mixed some contacts have an email or phone #, and some have both an email and phone. ![]() Please note: Having issues importing contacts?Ĭovered in this Article: Pre-requisites: How to import contacts into the CRM Step 1: Setting up your CSV and Custom Fields before importing Step 2: Check for duplicates Step 3: Importing your contacts 1st Method: If your CSV has a phone # and or email, please follow this CSV setup guide 2nd Method: If your CSV does NOT have an email and or phone #, please watch the video below Breaking down advanced filters: Whether this is your first CRM or you are moving from another system, importing lets you create records and update your existing database.Įach row represents a contact record, and each information column represents a contact property (First Name, Last Name, Email Address, etc.) Modified on: Tue, 23 May, 2023 at 3:52 PM Solution home Contacts Contacts / smartlist Bulk Importing Contacts Via CSV Walkthrough
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