# Importing Leads into the CRM
This guide provides a step-by-step process for importing leads into your CRM, ensuring all necessary fields are accurately connected for seamless integration. It highlights the importance of uploading the client.csv file multiple times to capture all contact details effectively. Moreover, it informs users about additional options, such as free lead uploads for Nation Plan subscribers, making it a valuable resource for optimizing lead management. By following this guide, users can enhance their CRM experience and streamline their contact data organization.
{% stepper %}
{% step %}
Click "Contacts"
{% endstep %}
{% step %}
Click this button "Import Contacts"
{% endstep %}
{% step %}
Click "Upload a file"
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{% step %}
Please select your "client.csv" file that you have downloaded off the lead and database system.
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{% step %}
Click "Next"
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{% step %}
We will now make sure that all our proper fields are connected.
{% endstep %}
{% step %}
You can verify that the datasets match by the GREEN CHECKMARK.
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{% step %}
Scroll down to "Phone 1 and Phone 1: Type"
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{% step %}
Choose "Phone" for Phone 1 field.
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{% step %}
Click "Phone Type TEXT" for Phone 1 Type field.
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We now have those two fields connected.
Note: Those are the ONLY two feilds you need to connect on this upload.
{% endstep %}
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Click the "Don't import data in unmatched columns" field.
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Click "Next"
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Click the "Import Name" field.
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Type "Client upload 1"
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Click "Advanced"
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Click the "Add Tags" field.
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Type "fl"
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Add your new tag or existing tag
{% endstep %}
{% step %}
Click the "Add Tags" field.
{% endstep %}
{% step %}
Type "alachua"
{% endstep %}
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Add your new tag or existingClick this checkbox. tag
{% endstep %}
{% step %}
Click the "Add Tags" field.
{% endstep %}
{% step %}
Type "tax sale"
{% endstep %}
{% step %}
Click the "Add Tags" field.
{% endstep %}
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Type "excess"
{% endstep %}
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Add your new tag or existing tag
{% endstep %}
{% step %}
Click this checkbox.
{% endstep %}
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Click "Submit"
{% endstep %}
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Click "Click here"
{% endstep %}
{% step %}
Click "Client upload 1" to view the details of your bulk import
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Click "Smart Lists" to navigate back to your "Contacts"
{% endstep %}
{% step %}
Click this button "import contacts" for the SECOND time.
{% endstep %}
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Click "Upload a file"
{% endstep %}
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Click "client.csv"
{% endstep %}
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Click "Next"
{% endstep %}
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Scroll down to "Phone 2 and Phone 2: Type"
{% endstep %}
{% step %}
Choose "Phone" for Phone 2 field.
{% endstep %}
{% step %}
Click "Phone Type TEXT" for Phone 2: Type field.
{% endstep %}
{% step %}
Phone 2 is now connected
{% endstep %}
{% step %}
Click the "Don't import data in unmatched columns" field.
{% endstep %}
{% step %}
Click "Next"
{% endstep %}
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Double-click the "Import Name" field.
{% endstep %}
{% step %}
Type "Client Upload 2"
{% endstep %}
{% step %}
Click this icon.
{% endstep %}
{% step %}
Click the "Add Tags" field.
{% endstep %}
{% step %}
Type "fl"
{% endstep %}
{% step %}
Add your new tag or exisiting tag
{% endstep %}
{% step %}
Click the "Add Tags" field.
{% endstep %}
{% step %}
Type "alachua"
{% endstep %}
{% step %}
Add your new tag or exisiting tag
{% endstep %}
{% step %}
Click the "Add Tags" field.
{% endstep %}
{% step %}
Type "tax sale"
{% endstep %}
{% step %}
Add your new tag or exisiting tag
{% endstep %}
{% step %}
Click the "Add Tags" field.
{% endstep %}
{% step %}
Type "excess elite"
{% endstep %}
{% step %}
Add your new tag or exisiting tag
{% endstep %}
{% step %}
Click this checkbox.
{% endstep %}
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Click "Submit"
{% endstep %}
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Click "Click here"
{% endstep %}
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Click "Bulk Import"
{% endstep %}
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Click "(View Details)"
{% endstep %}
{% step %}
Click here.
{% endstep %}
{% step %}
Click "×"
{% endstep %}
{% step %}
Click "Smart Lists" to navigate back to your Contacts.
{% endstep %}
{% step %}
###
{% hint style="info" %}
Alert!
We have uploaded the client.csv (TWO) times in this walkthough. In order to have all the information you will need to import (FIVE) times total.
Please repeat these steps for the "Client.csv" file for "Phone 3, Phone 4, and Phone 5"
{% endhint %}
{% endstep %}
{% step %}
Once you've uploaded your "Client.csv" file FIVE times like we have gone over for Phone 1,2,3,4 and 5 you will see all of your contacts populated here in the "smart Lists" or "Contacts" tab in the CRM.
{% endstep %}
{% step %}
###
{% hint style="info" %}
Tip!
If you are a Nation Plan subcriber you can have Excess Elite upload your leads for free. Please navigate to "Lead Upload" on the side of your CRM to take advantage today.
Customer who have a CRM only plan or Florida Plan will need to upload thier contacts independantly or pay $10 per lead upload that they need. Additionally you can upgrade your account and get the lead service.
{% endhint %}
{% endstep %}
{% endstepper %}
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