{"id":5673,"date":"2021-12-13T10:25:55","date_gmt":"2021-12-13T10:25:55","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/import-your-first-set-of-contacts\/"},"modified":"2022-06-10T04:30:27","modified_gmt":"2022-06-10T04:30:27","slug":"import-your-first-set-of-contacts","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/start\/setup\/import-first-contacts\/","title":{"rendered":"Import Your First Set of Contacts"},"content":{"rendered":"
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Step 1<\/h2>\n

Create a CRM Contact List<\/h2>\n

A contact list is quite simply a group of your CRM contacts.  Expand the Main Menu<\/strong> option Contacts <\/strong>and click CRM Contacts<\/strong>.<\/p>\n

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\"Navigate<\/p>\n

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On the subsequent page, click Create List <\/strong>to create your first contact list<\/a> in the MainBrainer CRM.<\/p>\n

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\"CRM<\/p>\n

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Step 2<\/h2>\n

Upload a CSV file<\/h2>\n

The MainBrainer CRM supports contact imports via CSV files. Drag and drop the .csv file you wish to import to the area highlighted in the screenshot below. Or, click the icon to upload the .csv file. Be sure to use the file format UTF-8 (Comma-delimited).<\/p>\n

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\"Select<\/p>\n

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Step 3<\/h2>\n

Preview your Import data<\/h2>\n

The subsequent screen will display a preview of the first 100<\/strong> contacts from the CSV file that you are importing. In case the first row of the file that you are importing contains header data, remember to mark the checkbox highlighted in the screenshot below.<\/p>\n

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\"Preview<\/p>\n

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Click Continue<\/strong> to proceed with the import.<\/p>\n

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\"Click<\/p>\n

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Step 4<\/h2>\n

Map the Imported Data to appropriate CRM columns<\/h2>\n

On the Mapping<\/strong> screen, you will be prompted to map the columns in your import file to the relevant field in the MainBrainer CRM. The entries under the heading Column Name<\/strong> represent the columns in your import file. The entries under the heading Map to field<\/strong> represent the fields available in the MainBrainer CRM.<\/p>\n

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\"Choose<\/p>\n

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Now, you need to specify which columns in your import file correspond to the relevant field in the MainBrainer CRM. To do that, use the dropdown menu under the heading Map to Field<\/strong> (as highlighted in the screenshot above)<\/em>. The dropdown menu will display all the predefined CRM fields available for mapping. In case you wish to define a new custom field to map the field to, click the Create custom field <\/strong>button to create a new custom field<\/a>. If you wish to skip the import of any column, use the option Don’t import this column<\/strong> in the dropdown menu.<\/p>\n

If there are multiple columns of data in your import file that you do not want to import, you can skip mapping those fields and mark the checkbox Do not import data in unmapped fields<\/strong> (as highlighted in the screenshot below)<\/em> to skip their import.<\/p>\n

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\"Do<\/p>\n

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Click Continue<\/strong> to proceed.<\/p>\n

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\"Click<\/p>\n

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If you map the Email address\/mobile number field, you will also need to specify the respective opt-in\/opt-out status. In case you don’t, you will be prompted to do so on the next screen.<\/p>\n

By default, the values for the opt-in status fields (i.e., the fields – SMS Marketing and Email Marketing) need to be passed as:<\/p>\n