Articles on: KLCT knowledge Base
What extra options does the contact import screen offer?
Below the mapping table you can set a row limit, tick "Add to group lists" so every imported contact joins the lists you select, enter comma-separated tags to apply, require an email and/or phone before a row is accepted, and tick the dedupe option to skip rows whose email or phone already exists. Lead status, interest level and industry type are matched by name, and tags in the file may be comma, semicolon or pipe separated.