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How to Import Contacts
STEP 1: Log in to Vintory CRM
STEP 2: On the Dashboard, click on the CONTACTS TAB
- Choose ‘Contacts / Smart lists’
IMPORTING CONTACTS
Import Contacts
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- On the Contacts / Smart lists page press, the Import Contacts button on the upper part of your screen to import contacts.
Uploading Contacts
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- Select a file (should be .csv format)
Mapping Fields
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- Field Mapping (Matching fields from your .csv file to Vintory 2.0 contact field)
- Continue
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- Confirm Mapping
- Continue
Select Duplicate Strategy
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- Select from the three choices
Update them with the data in the document, but only for fields that are empty (recommended)
Update them with the data in the spreadsheet, including fields that already have a value
Don’t modify them
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- Continue
Start Import
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- Add Tags (This is helpful if you want to put the imported contacts straight to a campaign)
Done