Step 2: Import Data

Contents

• Overview
• Step 1: Build an Import File
• Step 2: Import Data

Overview

This article explains how to import Contacts using the Import Wizard. Refer to additional Walkthrough articles for more import examples.

The example in the steps below serve as a walkthrough for Importing Contacts.

Before You Begin

• Review the following article before proceeding:
  • Step 1: Build an Import File
• Review the Object Documentation article to identify required fields.
• Use the provided sample templates whenever possible to ensure correct formatting.

Step 1: Build an Import File

1. In the left navigation to menu, click Operations > Import Data. The Import data page is displayed.
   
2. Download the sample template in either .csv or .xls format.
   
3. Populate the template with Contact data. Reference required fields for Contact Imports. This use case for importing new Contacts includes: 
   • ID
   • External ID
   • First Name
   • Last Name
   • Customer ID
     
   • Display Name
   • Email
   • Phone
   • Mobile
   • Job Title
   • Department
   • Notes
   • Address 1
   • Address 2
   • City
   • State
   • Zip
   • County
   • Hubspot_ID
   • Hubspot_buying_roles
   • Custom_Text
4. Save the completed file.

Step 2: Import Data

1. In the left navigation menu, click Operations > Import Data. The Import data page is displayed.
   
2. Click + Import next to Contacts. The Import Contact page is displayed.
   
    
3. Click SELECT FILE and select the completed import file.

4. Supported file types are .csv, .xlsx, or .zip.

5. Optional: Enter additional email addresses to receive import result notifications.
6. Click NEXT to continue.
7. Verify the spreadsheet tab mapping for the uploaded data.
   
8. Click NEXT to continue. 
9. Review the field mappings on the Map Columns page. Ordway automatically maps fields with matching names. Review all mappings to ensure they are correct. 
   
10. Optional: Remove unwanted mappings by clicking the X next to the mapped field.
    
11. Click Save Mappings to save any changes made to field mappings for future imports. 
    
12. Name the Mapping and click SAVE.
    
13. This action makes the edited mapping available from the Select Saved Mappings drop-down menu in future imports. 
    
14. Click Next to Continue. The screen displays the number of records found. 
    
15. Click Import to continue.
16. The screen displays the total number of rows processed per tab and any rows with errors. View failed record reasons by hovering over the error icon in red on the corresponding row.
17. Click Edit Data to correct errors, then click in the individual cell to edit the value. 

Note: Be sure to check each tab included in the import and correct all errors.

Example error

18. Once any errors are corrected, click Import.
19. Once the import completes, view the results including the number of records processed and records skipped due to errors. 
    
20. Click DONE. You are automatically returned to the most recently visited page.

Related Topics

• Step 3: View Import History