Article Overview

This article will go over how to import a .CSV file as DataGrid information.

**Note: The ability to access, and delete, from the import list is only available to those that have the "Data Import" permission enabled**

Process

Step 1. Navigate To The Import Screen

To access the Import screen, go the SalesRabbit navigation bar, click on Sales Hub>Import>Upload

Step 2. Preparing Your File To Upload

Before you start the import process, make sure that your file is organized properly and correctly formatted. (example pictured below)

The file must have appropriate column headers, be in a .csv format, and at the very least have the columns Address, City, State, Zip Code. Those columns will enable the DataGrid data to appear on the map once imported.

Note: In the "Address" column you must have the house number and street address combined and the street type in its appropriate abbreviation. (i.e. 45 Washington St)

Step 3. Uploading Your DataGrid File

Once your file is ready to import:
Select CSV File: Select "Choose File" and choose your desired file. 
Select An Import Type: Choose "DataGrid" 
Use a Saved Matching Template: is optional and will not be used on your first import.

**Note: If you do not see DataGrid as an importing option, that indicates that this function has not yet been enabled on your account. To get this enabled please send an email to support@salesrabbit.com saying that you would like "Imported DataGrid" to be enabled for your account.**

When you have chosen the file and import type click "Next" in the upper right-hand corner.

Step 4. Mapping Your Fields

On this page, SalesRabbit will automatically match any columns on your file that connect directly to fields in the SalesRabbit DataGrid. In the example below, you will see the automatically matched fields shown with a green check mark.
Any fields with an orange X mean that they are not matched to a respective field within SalesRabbit.

For the fields that don't match up automatically, you will need to connect them to a field in SalesRabbit manually if you want them to be included. You can manually map a field by clicking on the drop down box on the right-hand side. 

Doing so will display all of the potential fields that you can match your column to in SalesRabbit. Keep in mind that each field, in SalesRabbit, can only be matched to one field (column) of your file. Once you select a field, a green check mark will appear to signify that the item is matched.

If you don't want to match a certain field from your file you can leave it as an orange X and it will not be imported. **Note: Any fields that are not matched to a field will not be included in the import.**

Some of the imported columns will not match exactly, but you can choose any of the fields to use as a spot to place your data. For example, pictured below there is a column labeled "Primary Phone" which does not have a field in a DG import. Because of that, I have matched it to the field "Phone".

Once you have finish mapping the desired fields, click "Next" in the upper right-hand corner.

Step 4. Reviewing Your Import

On this final page, you will be able to preview how your data will appear on the leads in the app.

• On the left side, you will see an example lead with the fields you matched.
• On the right side, you might see in red any errors that may exist on your file. The system will mark any data that is formatted differently as a potential error. If an item is marked as red it will not show up in the app when imported.

If you have errors you will need to adjust how your data is formatted. After making your adjustments you will need to restart the import process. For example, you might need to remove the formatting from phone numbers so they are just the numbers.

If the data is appearing how you'd like it to, you can click "Import" in the upper right-hand corner.

Once you have imported the file it will immediately be placed in our geocoding queue. Your file could take several minutes to geocode depending on the number of records. 

After the file has been geocoded you can draw out and assign areas to view the data.