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Import to List

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Bytimothy A
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Overview: 

Importing to a list allows you to add multiple records into an existing list using a file or an external data source. This helps streamline data entry, improve efficiency, and ensure your list is updated with accurate information.

Follow these steps to import into a list: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 3: You will then be taken to the Settings page. Click on Lists to continue.

Step 3: You will then be taken to the Settings page. Click on Lists to continue.

Step 4: You will be taken to the Lists section. Click the Import To List button.

Step 4: You will be taken to the Lists section. Click the Import To List button.

Step 5: Choose your CSV file and click the Upload button.

Step 5: Choose your CSV file and click the Upload button.

Step 6: Click on Customers and then click Next.

Step 6: Click on Customers and then click Next.

Step 7: You can now map and match your columns to the list columns.

Step 7: You can now map and match your columns to the list columns.

Step 8: You can also customize the fields and assign a user.

Step 8: You can also customize the fields and assign a user.

Step 9: You can choose which pipeline stage the list will be assigned to and apply tags to everyone in the list. Then, click the Next button.

Step 9: You can choose which pipeline stage the list will be assigned to and apply tags to everyone in the list. Then, click the Next button.

Step 10: A notification will appear saying that the import is in progress. Wait for it to finish.

Step 10: A notification will appear saying that the import is in progress. Wait for it to finish.

Step 11: You will now see the imported contacts in the selected existing list.

Step 11: You will now see the imported contacts in the selected existing list.

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