5 Infusionsoft Data Import Tips
Do you have trouble importing your data into infusioinsoft.
Well if you dont want to pay a company such as us(infusionpros) or any one else here are some very handy tips to look out for right off the bat to help save you time and frustration.
Here are the Tips
1. Make sure there are no duplicate column names in your excel file. Such as First Name, Last Name, E-mail, E-mail. If you have the exact same name on any 2 or more of your columns you will get an error. Just incase you missed it and you get the error. It will say something to the effect of TMP to column failed.
2. Do not have any Completely empty columns with a header. So, if you have only First Name and E-mail with data but also have a Last Name column header but no last names you will get an error. You will want to delete that column out before attempting to import. As long as there is at least one row populated per column you should be fine.
3. You must have First Name, Last Name and E-mail to successfully import a file. Ok, well at least something has to be populated to import the file for these 3 manditory fields.
4. Save as .CSV before importing. For PC users use .CSV (comma delimited). MAC users must save the file as .CSV (windows) for a successful import.
5. Do not click the ” I want to update existing records ” check box unless your import has infusionsoft generated ID#s associated with each record. Otherwise your import will fail.
Hope some of these tips helps you to get going and start your email followup as soon as possible.
Now for the people who just dont want to do the data import themselves or have just too much data to possibly get done correctly and in a timely manner, please contact us and we will give you quote.
Infusionpros.com
