FluentCRM Import Contact List

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Overview:

Importing contact lists into FluentCRM is a straightforward process that allows you to efficiently manage your contacts and streamline your marketing efforts.

Step-by-Step Guide to Importing Contact List

Step 1: Access FluentCRM Dashboard

  1. Hover over “FluentCRM” in the left-hand sidebar.
  2. Click on “Contacts” in the popup menu.

Step 2: Initiate Contact Import

  1. Click “Import” button located in the top right corner to open the contact import wizard.

Step 3: Choose Import Source

  1. In the import wizard, you’ll be presented with different options for importing contacts.
  2. Choose CSV.

Step 4: Select File and Upload

  1. Click the “Choose File” button to browse and select your CSV file from your computer.
  2. Once selected, click the “Upload” button to proceed.

Step 5: Map CSV Fields

  1. After uploading the CSV file, you’ll need to map the fields from your CSV to the corresponding FluentCRM fields. This ensures that the data is correctly organized in your CRM.
  2. Match each CSV column to the appropriate FluentCRM field (e.g., Name, Email, Phone, etc.). Use the drop-down menus for mapping.

Step 6: Review and Confirm

  1. A summary of your field mappings will be displayed. Review the mappings to ensure accuracy.
  2. Verify that the contact information appears correctly in the preview section. Use the drop-down menus for mapping.

Step 7: Import Options

  1. Choose import options, such as whether to add new contacts only or update existing contacts with new information. You may also choose to add contacts to specific lists or tags.

Step 8: Start Import

  1. Once you’ve reviewed and configured your import settings, click the “Start Import” button. The import process will begin.

Step 9: Monitor Progress

  1. You’ll be able to monitor the progress of the import on the screen. Depending on the size of your contact list, this may take some time.

Step 10: Import Complete

  1. Once the import is complete, you’ll receive a notification indicating the success of the import process.

Step 11: Verify and Organize Contacts

  1. Once the import is complete, you’ll receive a notification indicating the success of the import process.
  2. Review and organize your contacts using lists, tags, and other segmentation options within FluentCRM.

Congratulations! You have successfully imported your contact list into FluentCRM. Your contacts are now organized and ready for your marketing campaigns and communication efforts. Remember to regularly update and maintain your contact database to ensure accurate and up-to-date information.