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How to Import Contacts

One of the first things to do when getting started is to import your existing contact database. 

1- To import your contacts, please go to your "Profile" located on your top right hand corner and click on the button "Import New Contacts"

  • 1. Import file MUST be saved as a CSV format
  • 2. Each column should include unique, single values
  • 3. To import multiple tags, include all tags within one column. Separate each tag with a comma
  • 4. LionDesk field "Contact Status" will only accept values of New, Active, Prospecting, Closed/Inactive, or Future
  • 5. LionDesk fields can only be selected once (Exception is notes)
  • 6. LionDesk field "Notes" can be multiple times
  • 7. Columns that are not found as LionDesk fields can be imported as notes

Here is a list of all the LionDesk fields available for import:

First Name
Last Name
Email Address
Secondary Email
Mobile Phone
Home Phone
Office Phone
Company
Birthday

Anniversary            

Source
Contact Type
Contact Status
Hotness
Tag
Spouse Name (first and last)
Spouse Email
Spouse Phone
Spouse Birthday
Date Created            

Home Address Line1
Home Address Line2
Home City
Home State
Home Zip
Office Address Line 1
Office Address Line 2
Office City
Office State
Office Zip    
Notes     

For a sample import file, please click on the attachment file "Import Sample" at the bottom of the article.

 2- If you have Google Contacts, please follow the instructions in the article Google Contacts.

 

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