How to Upload a List From Excel to InfusionSoft
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This document provides instructions for uploading or importing a contact list from a CSV file into InfusionSoft. It outlines the steps to go to the CRM > Contacts section in InfusionSoft, select Import Contacts, browse and select the CSV file, match the file fields to InfusionSoft fields, review the import, and monitor the progress bar as the contacts are uploaded.
How to Upload a List From Excel to InfusionSoft
- 1. This lesson will show you how to upload or import a contact list in CSV into InfusionSoft. Go to CRM > Contacts in the master nav Select Import Contacts from the Contacts menu How to Upload a list from Excel to InfusionSoft Page 1How to Upload a list from Excel to InfusionSoft
- 2. Select Contacts from the drop-down and click on Go How to Upload a list from Excel to InfusionSoft Page 2How to Upload a list from Excel to InfusionSoft
- 3. Click on Browse How to Upload a list from Excel to InfusionSoft Page 3How to Upload a list from Excel to InfusionSoft
- 4. Select the CSV file to be uploaded to InfusionSoft Select file (1), then Click on Open (2) How to Upload a list from Excel to InfusionSoft Page 4How to Upload a list from Excel to InfusionSoft
- 5. Upload your file Click on Next How to Upload a list from Excel to InfusionSoft Page 5How to Upload a list from Excel to InfusionSoft
- 6. Match your fields to Infusionsoft fields How to Upload a list from Excel to InfusionSoft Page 6How to Upload a list from Excel to InfusionSoft
- 7. Click on Next How to Upload a list from Excel to InfusionSoft Page 7How to Upload a list from Excel to InfusionSoft
- 8. Do a final review before importing Click on Done How to Upload a list from Excel to InfusionSoft Page 8How to Upload a list from Excel to InfusionSoft
- 9. Progress bar will show the status of your upload. Let the importing begin! Woot! Importing a success! How to Upload a list from Excel to InfusionSoft Page 9How to Upload a list from Excel to InfusionSoft