How to Import Contacts into SalesNexus CRM

Importing contacts is simple with the SalesNexus CRM import tool. Follow these steps, referencing the screenshots for visual guidance.

---

Step 1: Access the Import Tool

• Navigate to the Contacts section in your SalesNexus dashboard.

• Click the Import button to begin.

---

Step 2: Upload Your File

 

• Click Choose File and select your CSV file.

• Only .csv files are supported.

• You can choose to:

  • Update current subscribers with new information (toggle on/off).

  • Add all new subscribers not already on your list (toggle on/off).

• Click Save to proceed.

---

Step 3: Mapping Fields

 

• Preview your imported data.

• Map each column from your CSV to the appropriate CRM field using the dropdown menus.

• If a field does not exist, click + ADD NEW CUSTOM FIELD to create one.

 

• Fill in the field name, label, type, and other options as needed.

• Click Save Field to add it.

---

Step 4: Review and Confirm

 

• Double-check that all fields are mapped correctly.

• Click Save to start the import.

---

Step 5: Monitor Import Progress

 

• After starting the import, you’ll see a summary page showing the status (e.g., Queued, In Progress, Completed).

• Details include the number of records added, updated, or failed.

 

• Once completed, review the summary for any failed rows or changes.

---

Tips & Troubleshooting

• File Format: Only CSV files are supported.

• Custom Fields: You can create new custom fields during the mapping step.

• Duplicates: Use the toggles to control whether existing contacts are updated or only new ones are added.

• Error Handling: If any rows fail, review the "Failed Rows" tab for details.

---

Frequently Asked Questions

Q: What file formats are supported?
A: Only CSV files.

Q: Can I import custom fields?
A: Yes, use the "+ ADD NEW CUSTOM FIELD" option during mapping.

Q: How do I know if my import was successful?
A: The summary page will show the status and details of your import, including any errors.