Marketing

How to import groups and contacts

1. Log in to My Fundraising Place
2. Go to Marketing > Leads
3. Click on Import Leads
   
   
4. Download the template that fits your data
   
5. Fill out the template by entering your data and saving it
6. Click on Select Files
7. Select location of template and click on Open
   
   
8. Click on Import
   
   
9. Select fields from drop down for all records in template:
   • Owning User
   • Lead Source Type
   • Category
   • Activity
10. Click on Import
    
    
11. Click on either Recently Added Contacts or Recently Added Groups to verify import

Tips:

• Contacts must have both first and last names, spaces work as placeholders. (Contact names can have & and -)
• Phone numbers must be exactly 10 digits long and contain nothing else.
• Email addresses cannot have capital letters.
• Email addresses cannot have a space (attn: end of the address, copy/pasted things can often bring along a space).
• Address must either be completely blank, or have at least City, State, and Zip. If any of those are missing it will error. Spaces can work as placeholders.
• States must be a 2 letter abbreviation.