Importing a complete contact list is the basis for effective CRM management. When done correctly, it ensures that your contacts are organized, enriched, and ready to fuel your marketing and sales operations.

Prerequisites:

1. Administrator role: Only users with the "Director" role can import or export contacts. To change a role, go to Settings > My Team > Team Management.

2. File format: CSV, single sheet, maximum size 50 MB.

3. Required headers: The first row must contain at least one header corresponding to a CrocoClick field (first name, last name, email, phone number, etc.).

Step 1: Prepare the contact file

1. Add headers
   In the first row, enter the column names used in CrocoClick:

   • first_name (First name)

   • last_name (Last name)

   • email (Email address)

   • phone (Phone number)

   • tag (Tag)

     

2. Format phone numbers

   • Add the country code with a "+" preceded by an apostrophe if necessary (e.g., '+33123456789).

3. Clean up the list

   • Delete duplicates and correct errors (formats, missing values) before importing to preserve data quality.

4. Once you are satisfied with the file, save it in xls format.

Step 2: Convert the file to .csv

To convert an .xls file (standard Excel file with columns) to .csv (comma-delimited file with a single column), you can use converters such as Convertio

Step 3: Import your contacts

1. Start the import

1. In CrocoClick, go to Contacts and click on the import icon (up arrow).

   

2. Select "contacts" (you can also check "prospects" to import prospects into a pipeline) and click Next to proceed to the next step.

   

2. Upload the file

1. Drag and drop your CSV file or click on the upload box and select your file.

   

2. Choose the option to import your contacts and click Next.

   

3. Map columns and fields

Field mapping is necessary to specify how the data will fit into CrocoClick fields.

1. Match the fields in your CSV file with the appropriate fields in the system to ensure data accuracy.

   

2. Click Next.

4. Verify and finalize the import

1. You can:

   • Create a smart list for your imported contacts

   • Add them to an automation

   • Assign one or more tags to them

     

2. Check your matches to ensure that each data field is correctly associated, and then:

   • Check the consent confirmation box

   • Click "Start bulk import"

     

5. Track the progress of the import

1. Refresh the Contacts page.

2. Go to Contacts > Bulk Actions to check the status and details of the import.

FAQ

1. Some of my contacts have multiple email addresses and/or phone numbers. What should I do?

If a contact has multiple phone numbers or emails, split the contacts into several so that they can be uploaded.

Example:

Original with two columns of phone numbers:

Cleaned up for the downloaded version:

Conclusion

With CrocoClick's CSV import feature, you can quickly centralize and enrich your contacts. By following these steps, you can ensure that your database is clean and ready to power your campaigns. If you have any questions, our support team is here to help.

To perform the reverse operation, learn how at export your contacts..