How To Upload Contacts into the CRM
Support Team
28 steps
4 minutes
Datahub
HighLevel
Canny
Facebook
ClickUp
You can view a video demonstration in Skool [here](https://www.skool.com/lifebase-coaching-mastermind-2057/classroom/dc29b990?md=8b377760063440a0ac3c9f0d8c8b8f93) or continue scrolling to see a step-by-step visual.
1
Locate your list of contacts and get ready to download using the following requirements.
2
The pre-requisites for uploading your contact list are as follows:
3
You must upload a .csv file
4
You must upload only one sheet of contacts.
5
Your upload must be smaller than 50MB.
6
Make sure to include a Header Row in your contact list that label each column (i.e. Name, email, phone number, etc.
7
Acceptable formats for the Name column:
8
Acceptable formats for the "Phone Number" column: For the vast majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890) our system will recognize it
9
Make sure you have a column for the contact's Name, Email, and Phone (optional).
10
Now, login to your CRM.
11
Click "Contacts"
12
Click the "Import Contacts" button in the toolbar.
13
Drag and drop your .csv file into the "Upload a file" box.
14
Click "Next"
15
Using the "Preview Information" column as reference, use the drop down menu to designate the where that information needs to go:
16
For example, if the Preview Information is showing email addresses, use the dorp down menu to select, "Email"
17
Do the same with the remaining rows.
18
Phone numbers:
19
If there is a row that does not have information, you can leave this field blank and follow the next step.
20
Click the "Don't import data in unmatched columns" field if there are rows that do not have any matched data.
21
Then click "Next"
22
Update the file name as needed:
23
Click "I confirm all contacts in this import have consented to hear from us. I've previously contacted them within the past year, and this list is not ..."
24
Then click "Submit"
25
Your file has been successfully upladed.
26
Click "Show Stats" to view the number of uploaded contacts and other stats.
27
You can now view and manage your contacts using the "Contacts" tab.
28
Click "Name"
How To Upload Contacts into the CRM
Support Team
28 steps
4 minutes
Datahub
HighLevel
Canny
Facebook
ClickUp
You can view a video demonstration in Skool [here](https://www.skool.com/lifebase-coaching-mastermind-2057/classroom/dc29b990?md=8b377760063440a0ac3c9f0d8c8b8f93) or continue scrolling to see a step-by-step visual.
1
Locate your list of contacts and get ready to download using the following requirements.
2
The pre-requisites for uploading your contact list are as follows:
3
You must upload a .csv file
4
You must upload only one sheet of contacts.
5
Your upload must be smaller than 50MB.
6
Make sure to include a Header Row in your contact list that label each column (i.e. Name, email, phone number, etc.
7
Acceptable formats for the Name column:
8
Acceptable formats for the "Phone Number" column: For the vast majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890) our system will recognize it
9
Make sure you have a column for the contact's Name, Email, and Phone (optional).
10
Now, login to your CRM.
11
Click "Contacts"
12
Click the "Import Contacts" button in the toolbar.
13
Drag and drop your .csv file into the "Upload a file" box.
14
Click "Next"
15
Using the "Preview Information" column as reference, use the drop down menu to designate the where that information needs to go:
16
For example, if the Preview Information is showing email addresses, use the dorp down menu to select, "Email"
17
Do the same with the remaining rows.
18
Phone numbers:
19
If there is a row that does not have information, you can leave this field blank and follow the next step.
20
Click the "Don't import data in unmatched columns" field if there are rows that do not have any matched data.
21
Then click "Next"
22
Update the file name as needed:
23
Click "I confirm all contacts in this import have consented to hear from us. I've previously contacted them within the past year, and this list is not ..."
24
Then click "Submit"
25
Your file has been successfully upladed.
26
Click "Show Stats" to view the number of uploaded contacts and other stats.
27
You can now view and manage your contacts using the "Contacts" tab.
28
Click "Name"
