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.
Remove irrelevant data
Remove duplicate columns and columns that store information that you don't need to segment, communicate, or produce reports.
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Delete empty rows and columns
Blank rows and columns will corrupt the import.
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Use clear and concise column headers
If there are any confusing or unclear headers in your data, this can cause data to be imported to the wrong areas.
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Ensure the column headers accurately describe the column of data
If the headers are wrong, the data will be imported into the wrong areas.
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Correctly format all dates
MM-DD-YYYY, MM/DD/YYYY, YYYY-MM-DD, and YYYY/MM/DD are all acceptable date formats.
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Place multiple phone numbers into separate columns
Multiple phone numbers within a single phone field will cause data to be imported improperly.
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Phone extensions must be in a separate column
Text or an extension within a phone field will cause an improper import.
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Addresses must be separated into different columns
A single field for a full address will cause data to be imported improperly.
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Spell out country names
Abbreviations for countries will cause data to be imported improperly.
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Separate multiple tags with a comma if you want to import a column of data as a tag.
You can create new tags and apply existing tags based on values in this column.
Any column imported as a tag, without comma separation, will cause erroneous tag names.
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Remove special characters from the CSV file. Here are some example special characters that may cause issues during an import.
¥ © ° ¾ √ ♥
Make sure you do not import contacts who have opted out of your email marketing!
You will run into SPAM issues if you import people who have opted-out
Do not try to import contact IDs as that will break the import.