< Getting started with Dealership CRM

CHAPTER 2: Import your contacts

Learn Dealership CRM basics

Adding or importing your contacts to Dealership CRM is easy, in this chapter you will learn about the two ways to achieve this.

Manually add one-off contacts

You can manually create one-off contacts in your account and add them to a list.

  1. Navigate to the Contacts page by clicking “Contacts” in the left menu.
  2. Click the blue “Add a contact” button.
  3. An “Add a Contact” modal will open. Complete the fields and click “Add.”
  1. On the next screen, you can add Contact Actions, such as add a dealadd tags, and advanced list options. Click the “Skip” to proceed to simply create and add the contact. 
  2. Alternatively, you can immediately click any of the other actions you wish to apply to your contact. The section will expand and you can complete the action.
  3. When you are finished click the “Apply” button.

Import contacts from a CSV file

If you’re importing your contacts from your DMS (Dealer Management System) or your accounting software, you may have exported a CSV file of contacts. You can easily import these contacts into your Dealership CRM account using our import tool. 

Note that the unique identifier for contacts in your account is their email address. This means that each contact in your file must have a unique email address.

We recommend importing contacts into the All Contacts list in your Dealership CRM account from a CSV file using our import tool.

With the import tool, you can map columns in your file with fields in your account, create new custom contact fields to map a column to, import contacts to a list(s), apply a tag(s) to the contacts, import contacts as Active or Excluded, and choose to update existing contacts while you import. 

This article will show you how to import contacts from a CSV file.

  1. Click “Contacts” located on the left menu.
  2. Click the “Import” button.
  3. Click the “Import from File” button.
  4. A file browser will appear. Navigate to the file you wish to import and select it.
  5. Your file will process, and you will be redirected to the import screen. Map the columns in your file to fields in your account by clicking the dropdown for each field.
    • If you don’t wish to import data from a column, select “Do Not Import this Field”
    • To create a new field directly from the import page, click “[Add New Field]” and follow the prompts
  6. Select Lists (Optional): Click each list that you want to add contacts to. You can add contacts to multiple lists.
  7. Add Tags (Optional): Type the tags you wish to apply to all contacts once they’re imported.
    • As a best practice, you may want to apply a tag that indicates the source (e.g. QuickBooks Online or your DMS) of these contacts. That way, you can easily find this group if you need to make any bulk edits to them later.
  8. Import Options: Click the “Import Options” dropdown and choose either:
    • Import as Contact
      This option will add the contact as subscribed to any list you have chosen in the ‘Select Lists’ section.
    • Import as Excluded
      This option will add your contact to your Exclusion List upon import.
  9. Optional: Click the “Update Existing Contacts” box. This will look for a matching email address in your account and add any additional contact data from your file into the contact record.
  10. Click the “Import Now” button once you’re done configuring settings. The length of time it takes to import contacts will depend on the size of the CSV file. 
  11. When finished, you can view your import results. 

CHAPTER 2

Learn Dealership CRM basics

Adding or importing your contacts to Dealership CRM is easy, in this chapter you will learn about the two ways to achieve this.

Manually add one-off contacts

You can manually create one-off contacts in your account and add them to a list.

  1. Navigate to the Contacts page by clicking “Contacts” in the left menu.
  2. Click the “Add a contact” button.
  3. An “Add a Contact” modal will open. Complete the fields and click “Add.”
  1. On the next screen, you can add Contact Actions, such as add a dealadd tags, and advanced list options. Click the “Skip” to proceed to simply create and add the contact. 
  2. Alternatively, you can immediately click any of the other actions you wish to apply to your contact. The section will expand and you can complete the action.
  3. When you are finished click the “Apply” button.
  4.  

Import contacts from a CSV file

If you’re importing your contacts from your DMS or accounting software, you may have exported a CSV file of contacts. You can easily import these contacts into your Dealership CRM account using our import tool. 

Note that the unique identifier for contacts in your account is their email address. This means that each contact in your file must have a unique email address.

 

We recommend importing contacts into the All Contacts list in your Dealership CRM account from a CSV file using our import tool.

With the import tool, you can map columns in your file with fields in your account, create new custom contact fields to map a column to, import contacts to a list(s), apply a tag(s) to the contacts, import contacts as Active or Excluded, and choose to update existing contacts while you import. 

This article will show you how to import contacts from a CSV file.

  1. Click “Contacts” located on the left menu.
  2. Click the “Import” button.
  3. Click the “Import from File” button.
  4. A file browser will appear. Navigate to the file you wish to import and select it.
  5. Your file will process, and you will be redirected to the import screen. Map the columns in your file to fields in your account by clicking the dropdown for each field.
    • If you don’t wish to import data from a column, select “Do Not Import this Field”
    • To create a new field directly from the import page, click “[Add New Field]” and follow the prompts
  6. Select Lists (Optional): Click each list that you want to add contacts to. You can add contacts to multiple lists.
  7. Add Tags (Optional): Type the tags you wish to apply to all contacts once they’re imported.
    • As a best practice, you may want to apply a tag that indicates the source (e.g. QuickBooks Online or your DMS) of these contacts. That way, you can easily find this group if you need to make any bulk edits to them later.
  8. Import Options: Click the “Import Options” dropdown and choose either:
    • Import as Contact
      This option will add the contact as subscribed to any list you have chosen in the ‘Select Lists’ section.
    • Import as Excluded
      This option will add your contact to your Exclusion List upon import.
  9. Optional: Click the “Update Existing Contacts” box. This will look for a matching email address in your account and add any additional contact data from your file into the contact record.
  10. Click the “Import Now” button once you’re done configuring settings. The length of time it takes to import contacts will depend on the size of the CSV file. 
  11. When finished, you can view your import results. 

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