How to Upload Your Contacts

Before you upload you want to organize the contacts in a CSV file.  

LionDesk allows you to upload 1,000 contacts at a time and include up to 26 columns (including custom fields!)

This video covers how to organize your CSV file:

Here is a CSV file with sample data to add your contacts to.  Here are some quick tips:

• Add yourself as a contact (great for testing emails/texts before sending to mass)
• Separate first name from last name (allows “Hi [name]” personalization)
• Delete any duplicates and fix misspellings in CSV
• Add tags and custom fields in CSV before uploading (ex: buyer, seller, past client, etc)

Now let's upload your contacts:

1- Click on "Welcome, {your name}" located on your top right-hand corner, then click "Profile" from the dropdown menu

2- Click on the button "Import New Contacts"

• 1- Import file MUST be saved as a CSV format
• 2- MAX count of rows would be 1,000 (per import file)
• 3- MAX count of columns would be 26 (columns A through Z) (per import file)
• 4- Each column should include unique, single values and special characters should be removed.
• 5- To import multiple tags, include all tags within one column. Separate each tag with a comma
• 6- LionDesk field "Contact Status" will only accept values of New, Active, Prospecting, Closed/Inactive, or Future
• 7- LionDesk fields can only be selected once (Exception is notes)
• 8- LionDesk field "Notes" can be multiple times
• 9- Columns that are not found as LionDesk fields can be imported as notes
• 10- Any custom field created can also be used for import 

** Reminder: There must be a "first name" field for contacts to import.

3- Click "Choose File" to find the import file on your desktop 

4- Select your file and then click on "Open" 

5- Click "Continue to Step 2" 

6- On the right hand side, you will be able to see all of your file's columns and match them to the fields available in LionDesk. 

• Match up your fields – “First Name” to “First Name”; “Last Name” to “Last Name” ; “Email” to “Email”, and so forth

NOTE: You must select a value for each column otherwise, no information from that column will be imported. a list of all the LionDesk fields available for import (Any custom fields are also importable, not listed below. Custom fields are user account specific.)

For a sample import file, please click on the attachment file "Import Sample" at the bottom of the article.

Sample File.

7- At the bottom of your file mapping, click on "Import All Data"

8- Give it a 90 seconds and your contacts will now be in your Contacts tab! Congrats! You are a real PRO


Syncing Your Google Contacts

1- Make sure your LionDesk account is connected to your Google account.

2- Click on "Import Google Contacts"

3- A new window will appear that gives you the option to select how you want your contacts synced

4- If you are syncing for the very first time: Select 'One Time Sync'.

• Select either 'One-Way', or 'Two-Way'
  One-Way= information will be pulled from Google and displayed in LionDesk
  Two- Way= any updates within LionDesk for a Google contact will be pushed back into Google
• Use the dropdown for the Google Contact Groups you would like to import into LionDesk
• Select New, All, or From Date
  If New, then only contacts from here on forward will be imported.
  All = every contact in your groups selected
  From Date = contacts that were created in google after that particular date
• Click "Run Manual Sync Now" to begin your sync

5- Once you have synced once, you can setup a recurring sync that will run 4 times a day

• Select 'Set Automatic Sync'
• Select 'One-Way', or 'Two-Way'
• Choose your groups you wish to pull from Google
• Click "Run Manual Sync Now"

6- You're all done. Painless, right? Please check your contacts page to see if contacts were successfully added

*Note: Google sync will include the following fields - Name, email address, mobile phone, office phone, home phone, address