![]() Type Confirm in the pop-up window that appears.Repeat as necessary for all applicable fields.Optionally, click the Make Custom Field box to import the column as a custom field.Select the appropriate fields to map to in the field text boxes.You can reassign these fields if you do not want to map them how Lead Gen & CRM tries to map them for you. It is not always able to do so, but you may see fields already mapped. CSV files, Lead Gen & CRM tries to automatically map certain standard fields like First Name, Last Name, and Email. Note: You can import notes via the CRM Migration Tool. In the drop-down menu that appears, select the desired user.Click the Assign leads to a particular user? checkbox.In the drop-down menu that appears, select the desired campaign.Click the Assign to a campaign? checkbox.Select one of the following in the Import Unassigned Leads in List As.Update new and existing: Updates all fields and information in the record.Update only new: Adds information from a new column.Do not update: Duplicate fields and information are not updated.Select from the following options the How Should We Handle Duplicates? drop-down menu:.Existing lists: Enter the name of the desired existing list to add contacts to.Depending on the list type, do one of the following in the List Name text box:.Select either New List or Use Existing List, located under List Settings on the Import Contacts page.Select the appropriate time format from the Select time format drop-down menu.Select the appropriate date format from the Select date format drop-down menu.Select the appropriate delimiter from the Select delimiter drop-down menu.Scroll to the bottom of the Import Tool page.You can import contacts through the Import Tool. CSV files and what they should contain, refer to the following help articles: ![]() An example of this would be value1,value2,value3.įor more information on how to structure.
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