Import Contacts

What data should I import? Take the time to be thorough. Have an in-depth understanding of exactly what data you currently have. Typically, you only want to bring actionable data over from a previous system. Any data that is not actionable now or...

Click on the link below to navigate to the "how to export" documentation of the particular vendor.  Most CRM software providers offer a method for exporting data into a CSV (Comma Separated Value) format. If your system exports to a different forma...

After you export data from your current system(s), you should take time to clean it up before importing it into Infusionsoft. Data must be in a .CSV format; it’s the only acceptable file type. Here are a few recommendations that will help your imp...

  Infusionsoft by Keap allows you to import contacts , companies , tags , products , and subscriptions . The most common import type is a contact import. The process for each type of import is almost identical. Before you import, make sure...

If you sell to business accounts, you may want to create and use company records to link together the contacts who work for the company and to see an account activity summary. There are 2 options for creating company records during import:  Before ...

After you import a list of contacts into Infusionsoft, you may need to  view the list, run Actions on the list of people you imported, or delete  the list so you can fix data issues and import again. Go to Admin > Import Data in the main navigat...

If you work with credit card data (or any other data that is stored as a long string of digits in Excel), you've probably noticed that Excel converts these long strings of digits into scientific notation. Excel will always convert a long series of d...

When you import a list, you are able to populate multiple Infusionsoft fields with data from one Infusionsoft field. For example, you can use the address data in your spreadsheet to populate both the Billing and the Shipping address fields in Infu...