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Importing Contacts into LeadDec

Simplify your transition to LeadDec by learning how to import your existing contacts into the platform. This essential guide offers a clear, step-by-step approach to move your contact database into LeadDec, from preparing your CSV file to mapping fields and finalizing the import. Discover the key to maintaining organized, accessible contact information in your new CRM system, ensuring a seamless integration process that keeps your relationships and outreach strategies intact.

Prepare Your CSV File: Begin by ensuring all your leads are listed in a spreadsheet. Once your list is complete, export the spreadsheet to a CSV file. Follow the steps specific to your spreadsheet program, typically File > Export > CSV. Assign a clear, identifiable name to your file for easy reference.

Please review this link to access the CSV prerequisites: https://doc.clickup.com/d/h/87cpx-17124/3d29cf489f722f4

1. Please select the 'contacts' option.

1 Click on "contacts".

2. Proceed to 'SmartLists'.

2 Next, click here.

3. Next, initiate contact import.

3 Upload

4. Now, upload or drag and drop the file.

4 Next up, click on "Upload your file".

5. After adding the file, click 'Next'.

5 Then, click on "Next".

6. Opt not to import unmatched columns by checking the box.

6 Then, click here.

7. Then, hit 'Next'.

7 Afterwards, click on "Next".

8. Enter the desired name for the import.

8 Now, click on the element.

9. Explore advance settings by clicking here.

9 Click on the element.

10. Select this to add and update existing contacts records.

10 Click on the element.

11. Choose this option to add new contact records.

11 Next, click on the element.

12. Decide to update existing contacts by clicking here.

12 Following that, click on the element.

13. Select 'Email' to find existing contacts.

13 Afterwards, click on "Email".

14. Add tags to your import contacts as needed.

14 Click on the element.

15. Enable this option, to add new contacts to a workflow/campaign.

15 Click here.

16. Finally, Click here to "Submit"

16 Click on "Submit".

17. Check your import's progress by clicking here.

17 Click on "to view progress. Click here".

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