Before uploading your customer database using a CSV or XLS file, it is a good practice to ensure it is in a format that the CRM can read and import as a table. This can be done by uploading the file as a raw data table, which will allow easy aggregating and grouping in your CRM account. Please follow our tips to make sure your data is in a raw table format.
Step 1: Make sure all your contacts have an email.
The email is the user ID in our CRM and it's what will allow the contact to be created and avoid duplicates. Make sure it has the correct format: without blank spaces and with all the characters.
Step 2: Remove unnecessary cells.
The first row in the file must begin with a header row that describes the data in the column. Any other titles, descriptions, etc should be removed. Ensure each cell is populated, and each record has data across all columns. Remove any filler rows and ensure each header has a unique name. Your spreadsheet should look similar to the one below.
Step 10: Use the correct format for phone numbers
If you want to send SMS campaigns, you will need to use one column for the phone prefix (+34) and another column for the phone number (111 222 333, 111222333). If you do not plan to send campaigns by SMS, but only by email, you can leave only one column for the prefix and the phone number.
You are now ready to import your files in XLS or CSV format into your CRM account here.