MCA Suite

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 protected].

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 (Case Sensitive): ·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.  Company name will be used if not provided, if no company name, first name will be used as a placeholder.
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
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.