Its best practice to clean up your CSV file before the importing your contacts. This will save you time from having to jump into each contact and updating. A common issue agents face when importing contacts is separating the first and last name into separate columns. It is important to do so since LionDesk uses the first name to customize all your marketing materials.
Separating Columns in Excel
(Because you are editing large amounts of data, you should be safe and save a copy of your contacts CSV file before doing this.)
1) First, you will insert two columns to the right of your contact's data
2) Copy all the data from the original column and paste it in the first new column.
3) Highlight the pasted column, then select the Data tab and click "Text to Columns."
4) Click next and select the character that divides your data. For example: a hyphen, a comma, or space. The preview shows how your information will be split into the other columns.
5) Click "Finish".
For different ways to separate excel columns check out the Microsoft's official website.
If at any point you get stuck, we're here to help via:
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