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Import Contacts from a Spreadsheet or CSV

We've just released our new upgraded Import Center. While we reshoot our video tutorial, here are the basic steps to follow:

To import from a CSV/Spreadsheet follow the following steps:

STEP 1

or 

 

 

STEP 2

Click "CSV/Spreadsheets" (https://go.ninjodo.com/import/spreadsheet) and then choose the file you wish to import (Note: Your spreadsheet must be in *.csv format)

NOTE: If you want to upload a new CSV file, click on "File Already Uploaded. Change?" under the boxes.

On the following page you will be able to choose how your data should be handled, i.e. how you want each field imported.

 

 

STEP 3

Review the automatically matched column headings

STEP 4

Next, review any that were not matched, and click on the column name to include them in your import

NOTE: If any rows are showing in Red, either remove them from your import list or be sure to update the mapping dropdown

 

 

STEP 5

Next Apply any tags you would like added to this group of records.

STEP 6

Next choose if you want to only import new records, or try to merge with existing records.

NOTE: New information will be added if the field is empty in Ninjodo, you cannot overwrite anything you already have there

STEP 7

Next, import a Sample first to make sure you imported everything you wanted correctly. Click "Import Now"

STEP 8

Finally, choose the option "No, just import everything". Click "Import Now"
 

 
Please ask us for help if you are not confident to do this and we can guide you through it.