To import leads into a project in VanillaSoft, do the following:
- Login as Admin
- Select project
- Select Import Contacts
- Browse for your CSV file
- Click on Next unless you already have a saved mapping that you would like to use.
- Match the fields in the “VanillaSoft Field” column with the “Import File Field” column. Simply pick the field from the drop down box that matches the fields on the left. Row 1 and Row 2 columns will show you an example of the information that has been mapped.
- Confirm that all fields you want imported are mapped correctly
- Click on Start Import.
- The next page will show you the an estimated time for when the contacts will start to import and when the import is expected to finish
Note: Once the file has started importing you are free to leave the page and move on to other activities. The import will continue to process until finished.