Importing Contacts into MarketSharp NOTE: Prior to importing a list of contacts, Marketsharp Technical Support needs to build an Import Structure on the back-end. Please reach out prior to the first time importing. What is Importing? Importing a list of contacts into MarketSharp can be done with the use of an Excel (CSV or txt) file. This can be done by the System Administrator or anyone with access to the Admin Section of MarketSharp. How to Import an Excel File Open the Excel file Make sure all columns are correct and ready for importing: First Name, Last Name, Address, City, State, Zip, Phone, Email, etc each have to have their own column. The file might look something like this: NOTE: The phone number(s) do not need to have any special formatting. Remove the column header if there is one (if the column header is not removed, that row will be imported as a contact) The image above does not have a column header. Make sure that there are no commas (,) in the file as that will cause errors when importing.
Removing Commas from Excel File
Open the Excel file, locate and click on the Find and Select section in the top left hand side of the Excel page. Then select Replace.
You will see a pop up box like this. In the 'Find what' box, type a comma (,) and leave the 'Replace with' box empty. Then select 'Find All' and if there are any commas to replace select 'Replace all.'
Save the Excel File Go to File in the upper left of Excel Choose Save As Name the file and save it somewhere it can easily be found Choose the Save Type as to CSV (comma delimited) (*.csv) Choose Save to save the file Go back to MarketSharp Click Admin from the drop-down in the upper right corner Choose Import Contacts from the Importing and Exporting box Type in a Record Source (this needs to be unique for every import done) Set the Contact Type is set to the area the contacts should import into (for example: Prospects) Choose the Import Structure that will work with the file – (this will be made by Technical Support) Click Choose File to locate the list of contacts Choose the CSV file that was previously saved Click Import Contacts Wait until the green bar appears that says This file is currently being processed Go to the Contacts Tab Choose the List view for the section in which the contacts were imported (for example Prospects List View) Choose Add on the filter line Name the filter (Suggestion: Name the filter the same as the Record Source) In the Search Column choose Contact.Record_Source In the Operator choose Equals In the Search Value type in the Record Source Choose Get Count in the bottom right to make sure the filter works Click Save What Data Can Be Imported? Below is a list of information that can be imported into MarketSharp. Address Line 1 Address Line 2 Age Group Area Code (Cell) Area Code (Home) Area Code (HomeFax) Area Code (Other) Area Code (Work) Area Code (WorkFax) Bar Code Carrier Route Cass City Company County Do Not Fax (HomeFax) Do Not Fax (WorkFax) Do Not Mail DPBC Email - DNE (Primary) Email (Primary) Email 2 Email 2 - DNE Email 3 Email 3 - DNE Federal DNC (Cell) First Name Full Fax Number (Home) Full Fax Number (Work) Full Name Full Phone Number (Cell) Full Phone Number (Home) Full Phone Number (Other) Full Phone Number (Work) Home Value House DNC (Cell) Income Level Last Name Latitude Length of Residence Longitude Marital Status Middle Initial Phone DNC Exempt (Cell) Phone DNC Exempt Date (Cell) Phone Number (Cell) Phone Number (Home) Phone Number (HomeFax) Phone Number (Other) Phone Number (Work) Phone Number (WorkFax) State State DNC (Cell) Title Website Website 2 Website 3 Written Permission (Cell) Year Home Built Zip Plus 4 Zip Plus 9 Zip/Postal Code