For your first import, we advise you to try a file with one or two contacts before importing a large file.  If you have a very large file and would like to test it beforehand, please send it to support@mcasuite.com.

You can import your contacts (company and people) into MCA Suite. Importing a contact is like creating a Person in MCA Suite. To import your contacts, you must create and format a comma separated values (csv) file with the following columns: 


Column Label Required? Description
A
Contact Type

Yes

Enter either one or multiple separated by comma:

·Merchant

·Funder

·Broker

·Investor
·Collector
·Credit Card Processor
·Vendor
·General
·Other

B

Company Name
Yes*

Legal name of the company. *Company name is only required if you want to import a company along with the person (DBA is not required).

C

DBA


DBA name of the company
D
First Name
Yes
Person's first name
E
Last Name
Yes
Person's last name
F
Title

Person's title, 30 characters max.

G
Business Phone

Person's business phone
H
Mobile Phone

Person's mobile phone
I
Email 1

Person's business email
J
Email 2

Person's personal email 
K
Website

Company's website
L
Address 1

Address location (street number and name)
M
Address 2

Address location 2 (most likely a floor or a suite number)
N
City
City 
O
State
Two digit US State
P
Zip Code

Numerical value

Q

Country

Ex: United States 
R Assigned To   Must be a valid username (the email address) in the system.  If user+ default CRM permission is set, permission will be given to this user.
S Contact Status   Enter one of the four statuses: Lead, Assigned, Active, Declined.  This will override the status chosen when importing. 
T Source Company
  The referring company


IMPORTANT:  Although not all columns are required to have information inputted (ex: the Title column can be blank), the file you upload MUST have ALL these columns listed. In other words, the import template you upload must be 20 columns long. Otherwise, you will receive an error message that says "Invalid Number of Columns" and no information will process.


Once you have your file ready, go to Admin > Import > Contacts & Deals page to select the file to be imported. 

Import contacts

If your csv file format does not meet our validation rules, you will see a rejection message. After your csv file has been accepted by MCA Suite, you will see an "Upload Success!" message. You will also be given an option to select the Contact Status for the names you are about to import into MCA Suite. 

Upload contact validation

Attached to this article, you will see a template containing an example of what can be imported into MCA Suite. Note the header file (first row) is required and will be ignored during the import process.  All contacts will take on the default CRM permission setting under Admin.  Please choose the appropriate permission setting before importing.

Before you run a large contact import file, it is HIGHLY suggested that you test a FEW lines of contacts first. In case there is an issue, it is easier to identify the problem if there are less new contacts to sift through, as well as delete any faulty contacts that may have been added.  

Additionally, large import files, over 500 contacts will be run in the background and e-mail will be sent with errors if any to your logged in username email address.

You can undo your import if you make a mistake.  See Undo Import article for more information.