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 email@example.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:
|Enter either one or multiple separated by comma (Case Sensitive):|
·Credit Card Processor
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).
|DBA name of the company|
|D||First Name||Yes||Person's first name|
|E||Last Name||Yes||Person's last name. Company name will be used if not provided, if no company name, first name will be used as a placeholder.|
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 |
|L||Address 1||Address location (street number and name)|
|M||Address 2||Address location 2 (most likely a floor or a suite number)|
|O||State||Two digit US State|
|P||Zip Code||Numerical value|
|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|
|U||Keywords||Any keywords for the contact. This field is searchable in the global search.|
|V||Campaign||Campaign Name must exactly match.|
|W||Additional Info||Contact's additional info 5000 characters maximum.|
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 21 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.
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.
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.