https://loom.com/share/2432e6d029914cb29f1fefaa5649bd03?src=composer
Navigate to the CRM and email section.
Click on the Import button.
Click the Next button to proceed.
Drag and drop your completed CSV file.
Download a sample CSV file if needed for reference.
Choose how to identify existing contacts:
Leave the field blank to update existing contacts and create new ones.
Use contact ID or email to look for existing contacts.
Review the fields from your CSV file.
Ensure they are correctly matched to the fields in your account (e.g., phone number, email, first name, last name).
Create custom fields if necessary for any unmatched data.
Remove any fields you do not wish to import by clicking the X next to the field.
Select Don’t import data with one unmapped column to skip unmapped data.
Click Next to proceed.
Optionally, give the list a title or add tags (e.g., "demo").
Avoid using the createSmartList function due to potential bugs.
Confirm that you have consent and permission to import the contacts.
Begin the import process.
Check the application settings for the import status.
Review any errors that may occur during the import process.
Ensure each contact has a unique phone number and unique email to avoid errors.
Review error messages for specific issues if they arise.
Follow these steps to successfully import contacts in bulk into your account.
