Manage Data Import

Importing data is one of the most common administrative functions, typically performed by taking a spreadsheet file in .CSV format and uploading it into the system.

This tool is actually accessible from two areas of the site, the Admin tab and from the Campaigns tab. In terms of functionality, whether you initiate a data import from the Admin tab or from the Campaigns tab, the process is identical. For purposes of this training, we’re going to assume that you are going to use the data import function from the Campaigns tab for a couple of reasons:

1. By assigning sets of data to campaigns from the moment they arrive makes it much easier to track, sort, and report on the data, and

2. If something were to go awry during a data import, it makes it easier to remove bad data and start over.

Importing Leads from Campaigns
Importing Leads from Campaigns

Before going into the actual data setup process, though, it might be useful to review a couple of tips about preparing the spreadsheet data.