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Grow | How to manually import a contact list into your Grow account
Grow | How to manually import a contact list into your Grow account

Have a contact list you want to upload to your Grow account for lead nurture?

Updated over a week ago

If you find a need to upload a lead list, a member list, or maybe you got a mailing list sign up from a health fair event you attended. You can upload these contacts into your Grow account so you can lead nurture them! You just need to make sure the file you are uploading is a .CSV file type.

Here's how you can import a leads list to your Grow account:

1. Log into your Grow account

Log into your Grow account

2. Click on "Contacts"

Click on "Contacts"

3. From the contact list, locate the "Import icon"

From the contact list, locate the "Import icon"

4. Click on "Import Contacts"

Click on "Import Contacts"

5. This import screen will pop up

This import screen will pup up

6. Click on Upload a file or drag and drop

Click on Upload a file or drag and drop

7. After the file has been submitted the file name will appear. Verify this is the file you wish to upload

After the file has been submitted the file name will appear. Verify this is the file you wish to upload

8. Click on "Next"

Click on "Next"

9. Next you will need to map the fields from the CSV file you uploaded to be put into the appropriate fields in Grow

Next you will need to map the fields from the CSV file you uploaded to be put into the appropriate fields in Grow

10. From the drop down list, select the appropriate map fields the match the fields from the file you're uploading

From the drop down list, select the appropriate map fields the match the fields from the file you're uploading

11. Check "Don't import data in unmatched columns"

Check "Don't import data in unmatched columns"

12. Click on "Next"

Click on "Next"

13. Click on "Advanced" drop down

Click on "Advanced" drop down

14. open the drop down

open the drop down

15. Click on "Add New and Update Existing Contact Records"

Click on "Add New and Update Existing Contact Records"

16. Click on "Email" as the check so as not to create duplicate contact records

Click on "Email" as the check so as not to create duplicate contact records

17. You can select any field to match the data from, but we recommend using email

You can select any field to match the data from, but we recommend using email

18. Click on "Email" from the drop down list

Click on "Email" from the drop down list

19. Click on "Tags"

Click on "Tags"

20. Find the tag in your Grow system you want these imported members/leads to be Tagged with in your system

Find the tag in your Grow system you want these imported members/leads to be Tagged with in your system

21. you can add multiple tags if you wish

you can add multiple tags if you wish

22. Click on Add To Workflow/Campaign

Click on Add To Workflow/Campaign

23. Click on "Add To Workflow/Campaign" if you want to add these contacts to a workflow right away. If no, leave this off.

Click on "Add To Workflow/Campaign" if you want to add these contacts to a workflow right away. If no, leave this off.

24. Find the workflow you want to add these contacts to from the drop down list

Find the workflow you want to add these contacts to from the drop down list

25. Click on "Submit"

Click on "Submit"

This workflow was created with Tango.

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