How to Import Contacts into LEADSORBIT?

Importing contacts into LEADSORBIT allows you to quickly upload your existing leads, customers, or prospect lists into your CRM. This is particularly useful when migrating from another system or uploading bulk data for follow ups and campaigns.

Prepare Your Contact File

Before importing, ensure your contact file is clean and well organized to avoid errors and ensure smooth data import.

1. Open your contact list in a spreadsheet tool such as Google Sheets or Excel.
2. Ensure each column has a clear heading (e.g., First Name, Last Name, Email, Phone, Business Name, Lead Source).
3. Remove empty rows, duplicate records, and unnecessary columns.
4. Double check that phone numbers and email addresses are formatted correctly.
5. Save the file in CSV format.

Properly formatted CSV file ready for import

Import Contacts

Once your CSV file is ready, you can upload it into LEADSORBIT.

1. Log in to your LEADSORBIT account.
2. Navigate to Contacts from the main menu.
3. Click the Import Contacts button.
4. Upload the prepared CSV file.
5. Choose import options such as adding tags or setting up duplicate handling preferences.
6. Click Next to proceed with mapping fields.

Uploading a CSV file and starting the import process

Map Fields and Complete the Import

Field mapping ensures that each column in your CSV file is aligned with the correct contact field inside LEADSORBIT.

1. Review each column in your uploaded file.
2. Match each column to the correct LEADSORBIT field (e.g., First Name to First Name, Phone Number to Phone Number).
3. For any unmatched data, create a new custom field if necessary.
4. Leave unnecessary fields unmapped if not needed for your CRM.
5. Review your settings and click Import to complete the process.
6. Once the import is complete, confirm that your contacts have been added by reviewing your Contacts list.

Field mapping and final import confirmation

Standard Contact Fields During Import

Below is a list of the standard contact fields that can be used when importing contacts into LEADSORBIT:

• Contact ID
• Name
• First Name
• Last Name
• Date of Birth
• Contact Owner
• Contact Source
• Contact Type
• Business Name
• Phone
• Email
• Address
• State
• City
• Postal Code
• Country
• DND (Do Not Disturb)
• Time Zone
• Website
• Additional Email
• Additional Phones
• Notes

Contact field mapping during import

Best Practices

Common Issues