Have a bunch of contacts that you want you to get into RocketLevel? If you have your contact list in a .CSV file format, it’s easy!
Let’s Begin the Import...
1. You will first start by clicking on the “Contacts” tab on your navigation sidebar. The tab will create a drop-down list with the following choices:
- All Contacts
- Custom Fields
- Custom Field Groups
Here, you will select “All Contacts.”
2. Once you are on the “All Contacts” page, you will click on the button at the top-right corner labeled “Import Leads.” This will take you to a new screen that will prompt you to upload your .CSV file.
2a. You will first need to download the template.csv file, fill it out by copying and pasting onto the appropriate columns save and then upload the file. Please do not remove OR add anything in the first row of the .CSV file or your upload will fail.
3. Click on “Choose File” and select the .CSV file from your system that you just saved to upload. Once the file has been selected, click the blue “Upload” button.
4. If the upload was successful you will see the following pop-up message:
Your file will be processed shortly. Please be patient, it may take some time depending on the size of the import.
As the message indicates, your contacts will start to be uploaded and may take some time.
If there were any issues during the upload you will be notified of the issues through a pop-up indicating what went wrong.
Note: In order to keep your RocketLevel Lite CRM organized, our system will take precautions in the event that you upload a new contact list that contains a duplicate of a contact already in RocketLevel. The system will overwrite the current contact and replace it with the new, imported information. If none of the contact's information changes between the old and new contact list, the contact will be unaffected, nor will a duplicate contact be created.