📲How to: Import a list of contacts into SalesRook Core

This guide explains how to import or update contacts in SalesRook Core, ensuring a smooth and efficient process.

Step 1: Prepare Your File

1. Format Your File as a CSV: Ensure your contact data is in a CSV format, as SalesRook only accepts this file type. If your spreadsheet contains extra columns that SalesRook doesn't support, you can either leave them out or create custom fields in SalesRook to import them.

Step 2: Navigate to the Contacts Tab

1. Go to the Contacts Tab: In SalesRook, click on the Contacts tab located in the left-hand sidebar.

2. Click on Import Contacts: Look for the button that resembles a download icon. Hover over it, and it will display Import Contacts. Click on this option.

Step 3: Upload Your File

1. Upload the CSV File: A pop-up will appear prompting you to upload your file. Click Choose File, find the CSV file on your computer, and select it.

2. Click Next: After selecting your file, click the Next button to proceed.

Step 4: Map Your Data

1. Map Columns to Contact Fields: The system will automatically try to match the columns in your file to SalesRook's contact fields. If some fields don’t match, you will need to manually map them. For example, if "email address" doesn’t automatically match, select Email from the dropdown list.

2. Unselect Unnecessary Columns: If you do not want to import specific columns (e.g., postal code), check the box to exclude them from the import.

3. Click Next: Once you’ve mapped all relevant fields, click Next to continue.

Step 5: Set Import Preferences

1. Choose Import Options:

   • Add New Records: Import new contacts.

   • Update Existing Records: If a contact already exists, update their details.

   • Both: You can add new records and update existing ones.

2. Select Matching Criteria: Choose how SalesRook will match existing contacts (e.g., by email or phone number).

3. Add Tags: You can add tags to the contacts during the import (e.g., “September Import”).

4. Confirm Consent: Check the box confirming that all contacts have consented to be contacted and are not from a third party.

Step 6: Submit the Import

1. Click Submit: After confirming all details, click Submit to begin the import process.

2. Track Progress: You can view the progress of the import. Usually, this process is quick and the contacts will be imported almost immediately.

Step 7: Verify the Import

1. View Imported Contacts: After the import is complete, you can see the newly imported contacts in the Contacts tab. All relevant fields (e.g., name, phone number, email) will be populated.

2. Filter by Tags: If you added tags during the import, you can easily filter contacts by those tags for future reference.

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