Uploading your contacts into LionDesk is the first step in becoming a pro. Once your contacts are in LionDesk, you can set them on an auto drip campaign, send them a mass email or a video text!
Before uploading your contacts, you want to organize them into a CSV file. The video below will cover how to organize your CSV file.
LionDesk allows you to upload 5,000 contacts at a time and include up to 52 columns fields.
Here are some quick tips:
- Separate first name and last name into different columns
- Add tags within the CSV file (Use a comma to separate multiple tags)
- Create custom fields in LionDesk before uploading. Click here to learn how to create custom fields. Preset LionDesk fields are listed below:
1) Click on your name, located in the upper right-hand corner, and select "Profile" from the drop-down menu.
2) Click on "Import New Contacts".
3) Click on the icon or drag and drop your file into the field. Once uploaded, click Next on the bottom left corner.
4) Click on the drop-down menu and add any tags to your contacts. To create new tags, type the tag name and click Enter. Once done, click on Next.
Note: LionDesk will pull all your existing tags. Users can select single or multiple tags to add to all the contacts within the file.
5) Match your fields to LionDesk fields
- Your Fields – Fields names captured from your CSV file
- LionDesk Fields – Preset LionDesk fields and any custom fields created
6) Once you have matched all the fields, click "Import Contacts" at the bottom of the page
7) Once your contacts have uploaded, you will get the following notifications.
Note: If there were contacts that did not import, you will get a reason as to why your contacts did not upload.
If your contacts did not upload, you will get the following notification with a list of contacts that did not upload and the error code explaining why your contacts did not upload,
Your contacts have uploaded!
Don't feel like doing the work yourself? Contact our Concierge and have them do the work for you!
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email firstname.lastname@example.org, and LiveChat Mon-Fri 7am - 5pm PT