How to Import Contacts into your Digital Business Suite Using a CSV File

Importing your contacts is a quick and easy way to get all your contacts into one place. You can upload your list and start using it for emails and texts right away. This guide will walk you through the process step by step.

Prerequisites Before Importing

Ensure you meet the following requirements before beginning:

• CSV Format Only: Only .CSV files are accepted; Excel or Google Sheets are not supported.

• File Size Limit: CSV file must be under 30MB.

• Single Sheet: File must contain only one sheet.

• Headers: The first row must include headers that map to system fields. Do not leave the first row blank.

  Watch Business Partner training on creating and preparing a CSV file.

Common Mistakes to Avoid

• Mismatched Headers: Ensure column headers match system fields.

• Blank Required Fields: Each row must include at least one of: Name, Email, or Phone.

• Special Characters in Phone Numbers: Avoid spaces, dashes, or letters.

• Duplicate Entries: Clean your list before uploading.

  Our Chat Support team is available for your questions if you require assistance.

Steps to Import Contacts

Step 1: Go to the Contacts tab and click the Import Contacts button.

Step 2: Choose import Contacts.

Step 3: Click Next, upload your CSV, and select the import type: Add new or Update existing contacts (new contacts if you are just adding in your first batch of contacts into your account).

Your Digital Business Suite looks for existing contacts in this order: first by Contact ID, then by Email, and finally by Phone Number.

Step 4: Map Columns to Fields

• Match each CSV column with the correct field in Digital Business Suite.

• Use the checkbox "Don't update empty values" to avoid overwriting existing data.

• Unmapped columns can be skipped.

• Mandatory fields must be mapped.

  

Step 5: Verify and Finalize

Before importing, review:

• Field mapping accuracy

Optional Steps Before You Import:

Before you hit "Import," you can choose to:

• Add Contacts to a Workflow
  This means your contacts can automatically start getting welcome emails, follow-ups, or special offers.
  Example: After importing your quiz leads, they immediately receive a welcome email and an invite to book a free hair consultation call with you (example only).

• Apply Tags
  Tags help you organize your list.
  Example: Tag people as "Client" or "Team" for organizational purposes.

• Create a Smart List
  A Smart List is just a saved group of people who share something in common.
  Example: Create Smart Lists for different groups—like prospects who filled out your hair quiz, clients who’ve placed an order, and Business Partners—so you can send the right messages to each audience at the right time.

Once that's set, confirm that your list has permission to be contacted (super important!), then click "Import."

Optional + Advanced: Import Opportunities Alongside Contacts

If your CSV includes both Contact and Opportunity info (e.g., Pipeline, Stage, Status):

• Select both "Contacts" and "Opportunities" at the start.

• Ensure opportunity-related columns exist in your file.

  

Monitor Import Status

• Check the progress in the Bulk Actions tab under Contacts.

  

• Click Show Stats to see import details

• Download error logs and review errors in the Error tab (if applicable)

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FAQs

Q: Can I import without email or phone?

A: Yes, if Name is included. At least one of these is required.

Q: Can I skip some columns?

A: Yes, leave them unmapped.

Q: Can I update contact records?

A: Yes, select Update or Create & Update and use Contact ID or Email for matching.

Q: Where do I see past imports?

A: Go to Bulk Actions for import history.