Importing Leads Into the CRM

Step-by-Step Instructions

1. Log in to the CRM

2. Navigate to Settings

• Click Settings
• Select Data and Imports
• Select Import Contacts 

3. Import Contacts

• Drag and Drop CSV or Click to Upload
• To properly map your leads please review the following:
  • Download CSV Import OR
    • This is the Universal Mapping CSV based on GGMS's contacts

• • Load a sample file
    • This will show you how GGMS maps contacts 

4. Map Contacts

• Map your contact fields to match the GGMS fields inside the CRM
  • The Left-hand side will be the field headers from your import
  • The Right-hand side will be the field headers inside of GGMS
  • If there is not a property that matches, please use "Custom Field"
  • If there is a property that you do not want to import use "Skip Column" 
  • You must have at least 1 contact with an email associated to import your leads. If a contact does not have an email or phone number, it will NOT be imported. 

• Click "Import Contacts"
  • This will show you how many contacts are being imported

Need Help?

If you run into any issues, reach out to:
support@ggms.com