Getting ThereFrom the Contacts tab choose the Tools tab. A list of options will be displayed. Select the Import Customers link.
You will be presented with two options for importing the file: Basic and Advanced. The advanced search allows you to organize the contacts you are importing by placing them into a group.
Select Advanced and click Continue.
Place a check in the box next to Import records into group(s) and click the Continue button.
Select the Browse button, locate the CSV or XLS file on your computer and click the Open button.
Select the Upload button.
The delimiter and qualifier will automatically be selected for you. Click the Continue button.
The left hand column displays the contact fields within StructuredWeb. The right hand column displays the fields to be imported via the CSV file. The import wizard will attempt to match each field automatically; you must double check and make sure all the fields are matched properly. Match fields by selecting the drop down arrow and choosing the appropriate matching field. After all the fields have been matched click the Continue button located at the bottom of the page.
Confirm the field relationship and click the Continue button:
Choose how you want to import the records into groups. You have two main options:
- Import into an existing group: Use the drop down to select a previously created group.
- Import into a new group: Create a new group by typing the name of the group into the text field.
- Confirm your group selection and click Continue.
Click Continue to begin the import process.
When the import is completed you will be provided a summary of Ignored, Updated and New customers. To download the list of ignored customers, select Download List of Ignored Customers.
Note: If your list has contacts that were ignored because they are owned by another user, rerun the import and on the Advanced Options page select the option to Set record owner based on import data. Then select Overwrite existing record owner based on import data.
When you reach the Associate Customers with Users page, set the drop down to None. This should allow you to complete the import as normal.