Importing Contact Files into GrowthMap™

Importing files into the GrowthMap™ system is a simple process if you follow the guidelines and steps outlined below. This guide will help ensure a smooth and successful import experience.

Important Notes:

Only Admins have the permission to import files into the system.
Use the Sample File for importing or updating contacts: Sample File.
New contact imports can be reverted, but updates to existing contacts cannot be reversed.

Prepare Your Data

Supported File Types

Ensure your file is in .csv format.

File Preparation Requirements

Sheet: Only one sheet is allowed in the file.
Size: File size must be smaller than 30 MB.
Headers: Include a header row with at least one column matching a standard or custom field in the system.
- All custom fields should be created in GrowthMap™ before starting your first import.

Please note that only new contacts import can be reverted but updating contacts is not a reversible action

Steps to Import Your File

Step 1: Access the Import Option

Navigate to the Contacts section.
On the top row with multiple actions, click on “Import Contacts”.

Step 2: Choose the Type of Import

Decide whether to import:
- Contacts only, or
- Both Contacts and Opportunities

Step 3: Upload Your File

Select the file to be imported.
Click on “Choose how to import contacts” and specify:
- Create new contacts,
- Update existing contacts, or
- Perform both create and update actions.

Step 4: Configure De-duplication Preference

De-duplication settings will help match contacts for creating or updating records.

Map Your Fields

Ensure each column in your file is correctly mapped to a corresponding field in the system.
Adjust mappings as necessary.

Special Mapping Considerations:

Empty Values: Checking the “Don’t update Empty Values” box ensures that fields with empty values in the file will not overwrite existing data.
Unmapped Fields: You can skip importing specific fields by leaving them unmapped.

At the bottom of the screen, check the box to proceed.

Review and Confirm

Data Preview: Verify that the preview matches your expectations.
Accept Disclaimer: Check the box to accept the disclaimer and start the import process.
Optional Tags: Add tags to the corresponding contacts for related opportunities.

Monitor the Import

Progress: Track the import progress under Opportunities > Bulk Actions.

Errors & Warnings:
- Errors: Occur when mandatory fields are invalid, causing the row to fail.
- Warnings: Occur for optional fields where the row is imported, but specific fields are not updated.
Click “Show Stats” to view import statistics, errors, and warnings.