Video: Importing Contacts

This guide will walk you through the steps to import contacts into your AttractWell account from a CSV file or another system.

Preparing Your Contacts for Import

1. Export Contacts from Another System
   • If your contacts are in another system, export them in CSV format (Comma Separated Values). This format is ideal for importing into AttractWell.

Importing Contacts into AttractWell

1. Accessing the Import Feature
   • You can start the import process from two locations:
   • Dashboard: Click on Import Contacts.
   • Contacts Settings: Go to Contacts, then Settings, and click on Import.
2. Selecting and Uploading Your File
   • On the import screen, click Choose File to upload your CSV file.
   • Check the box confirming you have permission to contact the individuals in the file.
   • Click Start to begin the import process.
3. Mapping Your Data
   • After uploading, you’ll see a preview of your file. Ensure that each field (e.g., Name, Email) is correctly mapped to the corresponding field in AttractWell.
   • If there’s data that doesn’t match any field, you can choose Do Not Import to skip it.
4. Handling Duplicates
   • AttractWell uses the email address to prevent duplicates. If an email in your file matches an existing contact, it will update the existing record instead of creating a new one. If no match is found, a new contact is created.

Optional Import Settings

1. Tagging Imported Contacts
   • You can add a tag to all imported contacts. This is especially useful if you’re importing multiple lists (e.g., newsletter subscribers, course purchasers).
   • Create a tag (e.g., "Newsletter") and ensure it appears next to the tag field, so all contacts in that file are tagged accordingly.
   • You can choose to tag only newly created contacts or apply the tag to all imported contacts.
2. Additional Import Options
   • Auto-Correct Capitalization: Corrects capitalization in names and addresses for consistency.
   • Only Import New Contacts: Avoids updating existing contacts; only imports new ones.
   • Only Update Existing Contacts: Updates fields in existing contacts without adding new ones.
   • De-Duplicate by Mobile Number: Useful if importing from a system that uses phone numbers instead of emails.
   • Remove Middle Names: Option to exclude middle names during import.
3. Starting the Import
   • Once your fields are mapped and settings adjusted, click Start Import. Your contacts will then be added to your Contact Manager in AttractWell.

Learn how to import contacts into your contact manager / CRM.