{"id":5690,"date":"2021-12-13T10:25:55","date_gmt":"2021-12-13T10:25:55","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/how-to-import-contacts-into-the-mainbrainer-crm\/"},"modified":"2022-06-20T09:22:51","modified_gmt":"2022-06-20T09:22:51","slug":"how-to-import-contacts-into-the-mainbrainer-crm","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/popular\/how-to-import-contacts\/","title":{"rendered":"How to Import Contacts into the MainBrainer CRM"},"content":{"rendered":"
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As you create a new Contact List<\/a> or choose to run a secondary import for an existing Contact List<\/a>, you will be redirected to the Contacts Import Screen.<\/p>\n

In this article, we take you through the various steps involved in the import process and explain how import rules impact the data you import into the MainBrainer CRM.<\/p>\n

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Step 1<\/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.<\/p>\n

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Step 2<\/h2>\n

Preview your Import data<\/h2>\n

The subsequent screen will display a preview of the first 100 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 (as highlighted in the screenshot below).<\/em><\/p>\n

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

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Step 3<\/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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Here, 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 under the heading Map to Field<\/strong> corresponding to that field (as highlighted in the screenshot above)<\/em>. The dropdown will display all the CRM fields available for mapping. In case you wish to map the data to a custom field, click the Create Custom Field<\/strong> button in the dropdown. 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

In case you wish to skip the import of multiple columns from your import file, you can skip mapping those fields and mark the Do not import data in unmapped fields<\/strong> checkbox (highlighted in the screenshot below)<\/em> to skip their import.<\/p>\n

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Subsequently, click Continue<\/strong> to proceed.<\/p>\n

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In case you map the Email address\/mobile number field, you 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