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To import contacts, use the following steps.

  1. Log into the Market Leader Admin interface.
  2. In the navigation list, click on Contacts.
  3. In the action links, click Import/Export.

  4. On the Import Contacts tab, select the settings to assign to each imported contact.

    To avoid confusion, it might be helpful to clear out your existing New contacts and use the New type for the imported contacts. Each imported contact receives an email that includes instructions on how to log into and use your website. You can edit the wording of this email.
  5. Using the Import File Type drop-down, specify the format of the file you want to upload.
  6. By clicking Browse, select an upload file.
  7. Click Import.

Example CSV Import Data Layout

The following lines show an example of the Custom CSV layout and minimum data requirements. For more information on Outlook, Top Producer 8i, and My Red Tools formats, see their respective documentation. Every field for a given import format must contain a value even if it is an empty value (two quotation marks enclosing zero characters). Each value must be enclosed in quotation marks. The last line shows an example of a record that includes all data values.

(tick) Importing contacts might require some trial and error. The import process might be sensitive to the type of data in each column (e.g. numerical or alpha). Experiment with a single line file before attempting to upload a file with a gazillion contacts, until you verify that the upload works with the file format and data formats you want to use. If an import fails, the system notifies you and does not add the contact record. If necessary, you can easily delete a single contact to conduct more trials. Use the experimental file to verify the format of your gazillion contact file and adjust data entries accordingly.

(tick) Upload files are plain text files which you can edit in a simple text editor such as Notepad (Windows) or TextEdit (Mac). We do not recommend using fancy word processing applications to edit an upload file, as they might introduce extraneous characters in the file.

(warning) The import process is sensitive to the number of values in each line of an import file. Only change data values. Do not change the number of values in a line. In other words, be very careful not to add or remove field separators (i.e. commas for CSV).

See Also