If you have a list of contacts that you would like to enter into MarketSharp then this tutorial will show you just that. Rather than entering contacts manually one at a time, you can create a file in Excel and import them all at the same time into our software.
(Note: You are only allowed to import basic contact info (i.e. first and last name, phone, address, email, etc) anything regarding sales or job information is not considered basic contact information. If you are wanting to import non-contact information into your database you will have to use one of our data conversion specialist whom may charge you a fee to import this information).
Before we begin, if you have never imported a list before into MarketSharp, you will need to contact our Support Team and email us your list so we can create an import structure so your import will process successfully.
** You can call us at 1-800-596-4368 and Email us at email@example.com **
The import Structure is how MarketSharp imports the information based on the column in your Excel file.
In this example above, lets say this is the columns in your Excel file.
Column A - First Name
Column B - Last Name
Column C - Address
and so on.
The support team will craft the data structure to match these columns. This is the only way this information will import successfully.
Seen above is the import structure itself. As you can see it mirrors not just the column name, but its ordered the same way as the columns are ordered on the Excel File. This is Key when in comes to importing the data.
Pro Tip: If you purchase list from a company for the purpose of importing list into our CRM, you can have that company always order the list to match your import structure to make your list(s) import successfully every time!
If you contacted for the import structure or you already have one setup that will work for your list. the next step is to import the list.
Navigate to the Admin Page
Look for the header for Importing and Exporting and click the link for Import Contacts.
Over on the right of this import maintenance page, you will see some very important information on the right. It will advise the acceptable file formats, advise the information that will import and will advise that files cannot exceed the MB size limit (25MB).
Follow the prompts on the left to get started
The record source is very important, as this is the name all records imported from this process will have attached to them. This makes it easy to build a filter in order to locate these contacts in MS. I will cover that later.
Next, the contact type. Decide which contact type is appropriate to your list and choose accordingly.
- Choose the Import Structure that was built for you or one that will allow this import to be the most successful if you have more than one.
- Choose the Import File from clicking the browse button.
- Click Import Contacts.
(Note: If you encounter any errors make sure your list has no extra characters, columns, or commas. Also make sure you are using the correct import structure. If all else fails, contact us at support for assistance).
Once you begin importing, go to the Contacts Tab and create a filter. (Here is a tutorial on Add or Edit a Filter).
Click on the contact type you imported your list into. Use the same settings for your filter as below. In my example I will use the same name I used above. Be sure to use the exact name, spelling, spaces and etc to get an accurate filter.
Pro Tip: A good way to make sure you have the exact record source name is to copy the name when you import the list and paste it into Notepad on your computer so you'll never have to second guess the spelling or the name.