1. Select “Contacts” located on the grey toolbar at the top of the page.
  2. Click “Import Contacts” on the right side of your screen under “Take Action”
  3. Click “Upload CSV File”
  4. Select the file from your computer that you wish to upload. The file must be in CSV format (a spreadsheet).
  5. The system will display the number of rows (names) in the CSV file in green. This is how many contacts you will be importing.   
  6. Next you can assign “Default Values” such as Temperature, Action, Status, and Lead Tags for your entire list.
  7. If you scroll down, you will be prompted to match database fields (left) with fields from the new file (right). Match the database fields to the applicable headers in your .CSV file. 
  8. If you do not have the information for a database field (e.g. email) do not make a selection and leave the field blank. 
  9. If there is data in your CSV file that does not match pre-assigned fields, you can select to add the data into the notes entry by checking the boxes to the left. 
  10. Under “Duplicate Detection” you can select the Match Scope. Explanations of “None,” “Owner,” and “My Descendants” Selecting Owner will check for duplicates in the owner's account, My descendants will check for duplicates within your account and your down line.
  11. If you select for matching to occur, you will be prompted to select which fields (e.g. External ID, Lead ID, phone, etc.) will be used to compare against existing leads. If unsure of what to use, we recommend name and address, first 5 digits or greater. 
  12. You can then select for whether the name will be skipped or updated if a match is found. 
    1. If you choose skip: if a match is found, the name will be skipped and  any new information will not be added to the system. 
    2. If you choose update: matched leads will be updated with  all new data from the import. 


13. Click “Import” 

14. You will be shown a preview of the first 5 contacts from your file. If everything looks correct, click “Import Leads”. Otherwise, click Re-Do Mapping and make any changes.

15. You will then see a Process Summary, which shows you how many contacts were created, updated, or skipped. The names are now in your system and ready to be viewed.

 


See the CRB Training Manual for more information: p. 10

https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=14