How to import new lists in SharpSpring using a .csv file
For SharpSpring users – this checklist will detail how to prepare and import contacts to new lists.
The Import Tool uses information from .CSV files and creates contact lists from this information. These files contain only alphanumeric data and are presented in a table format.
When importing .CSV files, be aware of the following:
- Header rows: Header rows are required for mapping SharpSpring fields to imported fields.
- Email fields: The Import Tool requires that your .CSV file contain a column mapped to the Email field. You will still need to include the Email column when a contact does not have an email address.
- Is Unsubscribed: For SharpSpring to successfully import a .CSV file, the file needs one column header that is labeled as Is Unsubscribed. The Is Unsubscribed field requires the following: 0 (zero) is for leads who are opted in, and 1 (one) is for leads who are not opted in.
Any .CSV file that you import should be structured similar to the following:
|First Name||Last Name||Is Unsubscribed|
- First and Last Names: We suggest that you insert a first and last name in the event that you do not have an email address for that contact. Use both as often as possible.
- Fields: Ensure that your fields that are in your file, have been first added to the SharpSpring platform before importing your contacts.
- Values must match: When importing custom field values, ensure that they are formatted to match the custom field values. For example, picklist and checkbox values are case-sensitive.
- Checkbox custom fields: When importing to a checkbox custom field, the data cannot have spaces between values and commas. An example of this would be value1,value2,value3.
We suggest you download a contacts list from the platform as a .CSV file, and then use that as your template to prepare your lists for import.
Resolving Excel .CSV import problems
Excel .CSV files can sometimes cause a problem, and what you can do in situations such as this, is to import the Excel sheet into Google as a Google Spreadsheet and then export it out of Google as an Excel CSV file.
This cleans up the spreadsheet (removes unwanted file coding that was possibly inserted when downloaded from another software) and makes it easier to import the list into a platform such as SharpSpring.
When you import the Excel sheet into Google, go to the ‘File’ tab in the sheet menu and select ‘save as a Google Sheet’ to save it as a Google Sheet (see the yellow circle in the image below).
Then once it has been saved as a Google Sheet, go to the ‘File’ tab in the sheet menu and select ‘Download’ and then select ‘Comma-Separated Values .CSV’ and download. The file should now be ready to import.
If you require help, please submit a service ticket for further assistance.