If you want to upload contacts from an external source, this is how you do it.
First make sure you have all the contacts and their info you want to import on a .CSV file. Then go to:
Left Side Menu Bar > Contacts > Import Contacts
On Imports Contacts page:
Step One: Select Contact Type
Prospect
Customer
Former Customer - Still Paying
Former Contact
Contact Type is in Import File
Note: If you select Contact Type is in Import File, use this guide:
P = PROSPECT
T = ON A TRIAL
U = FORMERLY ON A TRIAL
Q = FORMER PROSPECT
C = ACTIVE CLIENT
I = INACTIVE CLIENT
F = FORMER CLIENT
D = AFTER SCHOOLER
E = CAMPER
V = VENDER
B = BUSINESS
S = STAFF
O = OTHER
After selecting contact type, click "Next" button.
Step Two: Upload File
Select a .CSV file
Click "Upload"
Step Three: Map your Data
You'll be brought to mapping page where you can match the corresponding columns to what they're going to be in Spark. Take the screenshot below as example.
After accurately matching all columns. You'll be able to add tags to contacts you plan on importing as well as deleting any duplicates.
After adding any tags, you'll be able to import them to your account by clicking "Import Now" button.
Note: If you're having any difficulty with this process, please feel free to reach out in chat for further instruction and assistance.




