Learn how to seamlessly import contacts into Pest AI using a CSV file. This step-by-step guide will walk you through mapping fields, creating smart lists, and ensuring a smooth bulk import process to enhance your contact management.
1. Start by clicking on 'Contacts' to manage your contact list.
2. Next, proceed to import contacts into your system.
3. Now, choose the specific contact option you need.
4. Once selected, tap 'Next' to continue.
5. Subsequently, upload or drag and drop a CSV file here.
6. Proceed to update contacts if necessary.
7. Go ahead and click 'Next' when ready.
8. Following that, map the correct fields as necessary.
9. Confirm all elements are selected properly before moving on.
10. Click here to not import data with unmapped columns.
11. Click 'Next' to progress with your setup.
12. Enable the option to create a smart list from the CSV as enabled.
13. Rename your new smartlist as required.
14. Enable this feature to add the contacts to a workflow for all contacts in the file.
15. Add tags to your imported contacts if needed.
16. Verify all information and mappings are correct before final import.
17. Finally, click 'Start Bulk Import' to commence the process.
