Import Contacts and Tags

1. From the Ivorey™ main menu, go to Contacts > and at the top right of your contacts list, click the [Import] button

2. Under Import records from CSV, click [Start CSV import]
   
   Note: You also have the option to Import from HubSpot directly, instead of exporting and importing a CSV file.

3. On the Start step, Contacts is ticked for you by default (ensure it’s ticked) > and click the [Next] button, in the bottom right corner
   
   Note: You can also tick Opportunities here if you'd like to import your deals at the same time. This guide covers importing contacts only.

4. On the Upload step:

   1. Click to upload your CSV file

   2. Under Choose how to import contacts, select [Create and update contacts] from the drop-down

   3. Under Find existing contacts based on, Ivorey™ automatically checks new contacts against any existing ones using their contact ID and email by default, so you don't end up with duplicates

      1. You can change these matching preferences if needed, click [Settings] > and adjust your Contact Deduplication Preferences at the bottom right of your Business Settings (you can adjust these preferences any time)

   4. Click [Next]

5. On the Map step, go through each column in your file one by one > and map it to the correct field in Ivorey™:

   1. Under the Object column, confirm the column relates to Contact (this is selected for you if you're only importing contacts)

   2. Under the Field column, click the drop-down > and select the exact field this column should map to in Ivorey™, such as First Name, Last Name, Email, Phone, or Date of Birth
      
      Note: Some columns will map to a field automatically and show as Mapped under the Status column - you can adjust these if needed. Others will show as Not mapped until you manually select a field from the drop-down.

   3. Tick Skip empty values for any column where you don't want blank cells in your CSV file to overwrite details already saved against an existing contact (skip if not relevant)

   4. Repeat this for every column in your file until everything you want to import has been mapped > and click [Next]

5. In the [Verify] screen you can select your preferences and confirm the import:

   1. (optional) Create a Smartlist - Save all of the contacts in this CSV file in their own separate Smart List. This means your contacts will be imported to your contacts tab, but will also be organised under their own list to make it really easy to reference for future needs (skip if not relevant)

      1. Check the box > and enter a name for the Smart List
         
         For example: if your CSV file only has contacts that have signed up to your waitlist, then you could create a Smart List called 'Waitlist'.

   2. (optional) Add imported contacts to a workflow - Add all of the imported contacts to a workflow that you already have set up and published in of Ivorey™ (e.g. a nurture/welcome sequence)

   3. (optional) Add tags to imported contacts - Add additional tags that you have already created inside of Ivorey™ to all of the contacts in this list

   4. Review your mapped fields one final time - click [Back] in the bottom left, to make any changes

   5. At the bottom of the screen, tick the box next to I confirm all contacts in this import have consented to hear from us. I've previously contacted them within the last past year, and this list is not from a third party

   6. Click the [Start import] button to import your CSV file

      1. Click [View Bulk Actions] to track the progress of the import, or to pause or cancel it

      2. Click [Go to Contacts now] to return to the main Contact list

6. Allow a few minutes for your import to finish

In order to import and create a contact in Ivorey™, you’ll need at least one of these key contact details: name, email, or phone.

Yes! Simply leave any columns you don’t need to import unmapped during the field mapping step.

You can view all your previous imports by going to Contacts > Bulk Actions, or directly from the Import data screen under Import history.

If you encounter an error while importing a contact list, it’s often because the file contains a Contact ID column from another platform. Because this specific ID value is not native to Ivorey™, the system isn’t able to recognise or accept it, which causes the import to fail.
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To resolve this, simply leave that column unmapped during the import, or open your CSV or Excel file and remove the Contact ID column entirely. Once that column is deleted, save the file and try the import again. Ivorey™ will then be able to process the remaining contact information (e.g. names, emails, etc.) without issue.