Custom Contact Data Import

If you have an existing list of contacts you'd like brought into the CRM, you can use a CSV file which can be imported using the built-in Data Import feature. To get started, we'll provide you with a CSV template to format your data.

This article will guide you through preparing the CSV file and importing the data.

1. Download the sample CSV.
2. Fill out the CSV with the contact data.
   • ID is a required field and needs to be unique. If not known, you can use 1, 2, 3, etc.
   • The first_name field is required.
   • All other column headings are optional; you can leave them blank.
   • Do not change the order of, remove or rename any of the column headings.
   • Remove the example entry.
      
3. Save the CSV file.
4. In Grow CRM, click the account name in the top-left corner (next to the Grow CRM switcher).
5. Click Account Settings.
   
6. On the side menu, click Data Imports.
   
7. Click Create Data Import.
   
8. Fill in the details of the Data Import.
   • Name
   • Data Source: Set to Eagle.
      
9. Click Save Data Import.
   
10. Click Upload Files.
    
11. Follow your device's prompts to upload the CSV file.
12. Once uploaded, click Next.
    
13. Wait for Grow CRM to verify the file.
    • The time this process will take will vary depending on the size of the file.
       
14. Set the Data To Import field to Contacts.
15. Click Next.
    
16. Adjust the Group mappings as required.
    • Ignore: Ignore the group
    • To: Select an existing group to map this imported group to
    • Create group: Create a new group from the imported group
      
17. Adjust the Referred By mappings as required.
    • Ignore: Ignore the Referred By
    • To: Select an existing Referred By to map this imported Referred By to
      • Don't have an appropriate option? You can create a custom source.
      • See Create A Custom Contact Source (Referred By Option) for steps.
        
18. Adjust the Contact Field mappings as required.
    • Ignore: Ignore the Contact Field
    • To: Select an existing Contact Field to map this imported Contact Field to
      • Don't have an appropriate field? You can create a custom one.
      • See Set Up A Custom Field for steps.
         
19. Click Next.
    
20. Wait for Grow CRM to import the data.
    • The time this process will take will vary depending on the size of the file.
       

Once the import is completed, you will see an Import Report that will advise if there were any import errors.