Importing Contacts from a Spreadsheet

With Heymarket Web, you can import contacts from a CSV into Heymarket.

Setting up the CSV

  1. Download the CSV file (at the bottom of the article) to your computer and open it. Alternatively, you can create your own CSV file.
  2. Populate the first row of the CSV with fields/columns for searching contacts in Heymarket. Required fields/columns are first name, last name, and phone number. Optionally, you can include a field/column called List to import contacts directly into Heymarket lists. You can also add as many custom fields/columns as you like. Some examples of custom fields include: email address, street address, sales stage, and account status.

Example CSV 1

First Name Last Name Phone Number List
John Doe 5552135487 Potential Client

Importing Contacts

  1. If you haven't already done so, set up your Heymarket Web account or sign in.
  2. Click on 'Contacts' on the left side.
  3. Click on 'Import Contacts' in the top-right corner.
  4. You can now import contacts from the CSV file. You can also include custom fields (columns) that can be searched for within Heymarket. NOTE: first name, last name, and number are required columns.
  5. Click on Replace duplicate contacts to have the import overwrite existing contacts in Heymarket that have the same phone number.  
  6. Click on Replace list memberships to have the import overwrite existing contact lists.

Example CSV 1 with "Replace duplicate contacts" and "Replace list memberships" checked

First Name Last Name Phone Number List
John Doe 5552135487 Client

 

Using the above examples, you will notice that the List row changed from Potential Client to Client, which will remove John Doe from the Potential Client list and add him to the Client list.

With our Zapier Integration, you can also automate this process with your favorite contact management system.  

Here is a sample CSV file that you can populate with your contacts to import into Heymarket:

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