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1. Make sure your import file has correct headings and formatting

2. When ready, save and close your spreadsheet

3. In OnContact select Setup or Marketing

4. Select Imports, then Import Setup

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5. Choose the correct template- we are using Contact with Company

6. Click Options and choose Save As

7. Name your import and save

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8. Click Browse

9. Select the file you want to import and click Open

10. You should now see a preview of the file you selected. Click Mapping

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11. Click OK

12. Scroll through the data to find any columns that are not mapped.

13. Click on first unmapped column

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14. Select Use existing entity field

15. Click to search for the field

16. Since this is a Contact field, click Contact

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17. Click the plus sign

18. Click the field you would like to map to

19. Click Save

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20. Your new mapping field has been added- click to expand field options

21. Select the correct value from the list

22. Click to save

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23. Click to save again

24. Your field is now mapped. Repeat for any additional unmapped fields.

25. Click to save your mapped import

26. Click Run

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27. Click Run to test the first 10 rows.

28. This test inserted all 10 rows successfully.

29. Click to delete the rows you just inserted.

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30. Close the test run

31. Click to select all rows

32. Click to Run

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33. Verify that all rows were inserted. Click on the Inserted value to display the records you just imported

34. Verify that the data looks correct. If so, you are finished.