Importing Data

Importing data is easy from the Data Import area. Here you import your data files for contacts, companies, products and tags.

Articles

 Importing Data
Importing data is easy from the Data Import area. Here you import your data files for contacts, companies, products and tags.
 Import your contacts
With Infusionsoft by Keap you can import contacts , companies , tags , products , and subscriptions . The most common import is contacts. The process for each type of import is almost identical.  Contact Import Video   Imp...
 Prepare your CSV import file
After you export data from your current system(s), clean it up before importing it into Infusionsoft. Data must be in a .CSV format which is the only acceptable file type. Here are a few recommendations that will help your import go smoothly. ...
Export from your current system
Click on the link below to navigate to the "how to export" documentation of the particular vendor.  Most CRM software providers offer a method for exporting data into a CSV (Comma Separated Value) format. If your system exports to a ...
Create company records during an import
If you sell to business accounts, you may want to create and use company records to link together the contacts who work for the company and to see an account activity summary. There are 2 options for creating company records during import:  Be...
View and rollback imports
After you import a list of contacts into Infusionsoft, you may need to  view the list, run Actions on the list of people you imported, or delete  the list so you can fix data issues and import again. Go to Admin > Import Data in the...
Working with credit card numbers in excel
If you work with credit card data (or any other data that is stored as a long string of digits in Excel), you've probably noticed that Excel converts these long strings of digits into scientific notation. Excel will always convert a long series ...
Populate multiple fields with a single field from your spreadsheet
When you import a list, you are able to populate multiple Infusionsoft fields with data from one Infusionsoft field. For example, you can use the address data in your spreadsheet to populate both the Billing and the Shipping address fields in Infu...