Preparing: Adding or removing fields
You may choose to use a spreadsheet to add or delete columns of information in your import file. For example you might be importing leads from a trade show and wish to add a "date created" field and set it to the date of the trade show.
Importing: Choosing the source and destination
1) In the program's Contact tab and Ribbon Bar File area choose Pipeline --> Import Contacts
2) Choose the file to import using the browse button or by entering the file name. You may choose between .CSV, TXT, or TAB files using the "Files Of Type" option when browsing.
3) Choose the destination - merge into the current pipeline or create a new pipeline.
Importing: Connecting your import fields with contact fields
In many of the steps that follow, you create a connection between an import file data field and a Contact field. These connections tell the program where in the Contact to put data from each record that is imported. Creating each data-field-to-Contact-field connection is a three-click process:
Importing: First Name / Last Name fields
If your import data file has separate fields for first name and last name, you connect them in this first step - ie the data field holding the first name gets connected to the Contact field labeled "First", etc.
