Import contacts from a spreadsheet

If your leads and clients already live in a spreadsheet, import them in one go. ItzSEO reads the column headings, guesses what each column is, and lets you correct the guesses before anything is saved.

Steps

1. 1

   Open the importer

   On: /contacts

   On the Contacts page press Import.

   You should see: A page titled "Import contacts" with a box labelled 1. CSV content.

2. 2

   Add your data

   On: /contacts/import

   Press Upload .csv and choose the file, or paste the rows straight into the box. Use sample fills in an example so you can see the format.

   You should see: Your rows show in the box.

3. 3

   Check the column mapping

   On: /contacts/import

   Under Column mapping each column of your file is matched to a contact field: Name, Company, Email, Phone, Lifecycle stage, Source, Expected value, Follow-up date, Tags or Notes. Change any wrong match, or choose — ignore — for a column you do not want.

   You should see: Every column you need is matched to the right field.

4. 4

   Read the preview

   On: /contacts/import

   The preview lists the rows with a Status. Rows marked OK will be imported. A warning appears if no phone or email column was detected, because those contacts could not be reached by SMS or email.

   You should see: The rows you expect are marked OK.

5. 5

   Import

   On: /contacts/import

   Start the import and wait while it reads "Importing…".

   You should see: A summary of how many contacts were added, with any Skipped rows listed.

6. 6

   Check the result

   On: /contacts

   Press View contacts.

   You should see: The imported contacts are in the list.

Tips

• Split very large files into batches under 2 MB.
• Start over clears the importer if you chose the wrong file.

Troubleshooting

"File is larger than 2MB."

Remove unused columns or split the file into two imports.