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Are you looking to seamlessly import contacts into your Tekmatix account? Whether you are migrating from another platform or just organizing your existing contacts efficiently, Tekmatix offers a straightforward solution for bulk uploading. In this guide, we will walk you through the step-by-step process of importing contacts into Tekmatix with ease.
Uploading Contacts
To begin the importing process, navigate to the contacts section in your Tekmatix account and locate the import contact feature. This feature allows you to upload a CSV file containing the contact information you wish to import. If your contacts are currently stored in a spreadsheet, such as Excel or Google Sheets, remember to download the file as a CSV format before uploading it to Tekmatix.
Mapping Fields
Once you have uploaded your CSV file, the next step involves mapping the fields from your spreadsheet to Tekmatix. This is crucial for ensuring that the contact information is accurately transferred. You will need to match the headings from your Excel sheet to the corresponding fields in Tekmatix, such as first name, last name, and email address. Additionally, you can customize the mapping for other fields like country or specific tags.
Bulk Upload Feature
As part of the importing process, Tekmatix offers a bulk upload feature where you can provide a title for the upload, indicating the purpose or source of the contacts. This helps in keeping a record of how and why these contacts were added to your system. You can also choose to create a new contact list from the imported contacts and configure advanced options like updating existing contact records.
Tagging and Labeling Contacts
To enhance organization and segmentation, Tekmatix allows you to add tags or labels to imported contacts based on how you know them or their specific actions. This feature is beneficial for later marketing campaigns or targeted communications. By categorizing contacts with relevant tags, you can streamline your communication strategies and tailor your interactions effectively.
Finalizing the Import
After mapping fields, setting up the bulk upload, and tagging contacts, you can proceed to submit the import. Depending on the size of the contact list, the uploading process may take some time. Be patient and allow Tekmatix to complete the import operation. In case of any issues or queries during the process, Tekmatix offers round-the-clock support through their live chat feature. Feel free to reach out to their support team for assistance.
This blog post provides a comprehensive overview of how to bulk upload and import contacts to Tekmatix efficiently. By following these step-by-step instructions and utilizing the features offered by Tekmatix, you can streamline your contact management process and ensure that your database is up to date with the latest information. Happy Tekkin!