Navigate to Tools > Import > Import Contacts and Leads.
Choose your Datasource (Excel works the best), Select "Has Header Row" if applicable, Select "Browse" to search for the file, Select the "Table Name", Select your "Corp Division" (if you have multiple divisions) and "Load Data".
Once you have chosen "Load Data" all of the Companies & Contacts will populate on the middle section of this screen as shown below.
You will then match the drop downs to the column headers in the data loaded from the previous step to every field applicable. Keep in mind there are some required fields marked with an asterisk that you must fill in. The more information you have the better!
You then have a couple of options before selecting "Import" such as "Create Lead Record" which will create the company and then the contact as a Lead Record. Once you have all necessary fields entered you will highlight the records and select "Import". By default the rows will disappear after they have been imported.
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If you are importing contacts for an existing Company in your database, you must ensure the Company Information matches exactly what you have in e-manage in order for it to not create a duplicate of the Company Record. |