Hi please advise of the format I should my MS Excel contact listing in for a smooth import into Keap?

importing
(Caron Greaves) #1

Hi I’m Caron and I’m new. Please advise of the format I should my MS Excel contact listing in for a smooth import into Keap?

(Jeff Arnold) #2

You will upload a CSV file. Use ‘save as’ from Excel to save as this format.
There is no ‘default’ format for the upload. When you upload your data you will map the Keap fields to the fields in your CSV file, so make sure your CSV file has a header row with the description of each column (firstname, lastname, etc.)

Hope that helps.

Jeff


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