PLATFORM WORKFLOW
Task Description: How to import contacts
Objective: To show Organization Admins permission level and Users how to import contacts
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Contacts tab on the Module Menu Panel.
Step 5
Click the blue Add Contacts button located at the top-right corner of the page and a dropdown will appear.
Step 6
Select Import Contacts from the dropdown and the Import Contacts popup will appear.
Step 7
On the popup, you will see three different merger options. Select the option that best fits the list you are trying to import.
Step 8
Once you select your desired merger option, click the Select File button and upload your spreadsheet from your device. If you need help formatting your spreadsheet, please refer to our Format Spreadsheet for Importing workflow.
Step 9
Next, you will map the fields from the spreadsheet to the corresponding fields in the application. The Document Field column lists the fields from your spreadsheet, while the Application Field column displays the matching fields from the system. If the system detects a field in the application with the same name as in your spreadsheet, it will automatically populate the Application Field for you. However, if no matching field is found, you will need to manually enter the appropriate field.
If Add new and update existing contacts records or Update existing contact records only was selected in Step 8, you will find an Overwrite field to the left. This field allows you to choose which specific fields need to be overwritten. By unchecking specific fields, the fields in the application will not be overwritten.
Step 10
After mapping all the Document Fields to their corresponding Application Fields, click Continue to proceed to the next step and confirm your mappings.
Step 11
Review the list and confirm that the data is in the correct Application Fields. If everything looks good, click Import to upload the data into the GPS system.
Step 12
Depending on the size of the spreadsheet, it may take a few minutes to upload all the contact information. You may need to hit the refresh button one or several times to verify that all the contacts have been uploaded.
NOTE: If you are having difficulties importing your spreadsheet, contact support@mapstechnologies.com with your spreadsheet and a brief description of the issue, and a member from our support team will reach out to assist you.
