Click on the people icon located in the left Navigation Bar
Click on the Add Person button in the top right of the people table. Then click Import in the dropdown list
Before uploading your file, make sure that your columns contain data that can be mapped to fields in Symbo. Here are a few things you will want to check:
Make sure that each column contains only one email or phone number. You can use tools like Text to Columns in Excel to do this
Add a column for a Tag so that you can easily identify your imported leads
To import the list as leads rather than contacts and accounts, add the column Is Lead and set each row's column value as TRUE
After uploading your file, you will be presented with a preview of you data. Click next, then map the columns from your file to the Symbo fields. If there is a field that you would like to import that is not listed in the import page, reach out to us and we can add it.
You will be presented with a preview of your import where any invalid rows are highlighted. Correct or eliminate invalid rows to move forward.
After clicking submit, your data will start importing. Once the progress bar has finished, you are safe to exit the import dialog.
After your file has finished importing, navigate to the "People" table. You can add the Import File Name and Imported At columns to your table. These fields are filterable in the table filter menu.
If you run into any errors while uploading your CSV or Excel file (such as invalid phone numbers, invalid email addresses, type mismatch errors, or missing required fields) Please refer to our guide for Troubleshooting CSV/Excel Import Errors in Symbo
We highly recommend checking that guide before retrying your import, as it resolves the majority of CSV and Excel upload problems in just a few minutes.
