How to Import & Manage Custom Fields in TekMatix

When importing contacts into TekMatix, ensuring that your data is properly structured helps you keep everything organized. The system automatically detects standard fields (e.g., first name, last name, email, phone), but you can add custom fields for additional data points like age, interests, or preferences!

👉 Reflect today: Are you making full use of custom fields to personalize your customer data and improve segmentation?

1️⃣ Preparing Your CSV File for Import

✅ Ensure the first row contains column names (e.g., First Name, Last Name, Email, Phone)

✅ Standard fields (like Email & Phone) are automatically mapped

✅ For custom data (e.g., Age, Preferences, Business Type), create custom fields before importing

2️⃣ Creating Custom Fields Before Import

✅ Go to Settings → Custom Fields

✅ Click Add New Custom Field

✅ Choose the field type (text, number, dropdown, etc.)

✅ Save and apply it to Contacts, Opportunities, or other data categories

3️⃣ Importing Contacts & Mapping Data

✅ Upload your CSV file in the Contacts section

✅ If TekMatix detects an unknown column (e.g., "Age"), it will prompt you to map it to a field

✅ Select the correct custom field to store the data

✅ Complete the import and verify the data in your contact records

4️⃣ Need Help?

✅ Use the live chat feature for quick assistance

✅ Book a short Zoom call for guided support

✅ Reach out to the TekMatix team to ensure a smooth import process

💡 Pro Tip: Custom fields help segment and personalize marketing campaigns! Use them to send targeted emails, filter contacts, and enhance customer engagement.

🎉 Ready to manage your contacts with ease?

Join TekMatix today and take full control of your business automation!

🔗 Start here: www.tekmatix.com

#DataManagement #BusinessAutomation #CRM #TekMatix #CustomFields #LeadTracking #MarketingTools