You have 2 ways to import contact into Nutsales:

• Import on “Contact” page
• Import on “Pipeline” page

1. Import CSV file on “Pipeline” page

Step 1: To import a CSV file, click on "Bulk action" and select the option to import the CSV file.

Step 2: Choose the file you want to import and select header row for the file

Step 3: To match the columns, click on "Map Columns" and choose the corresponding information from the available options in "Mappable Fields"

NOTE: Please make sure to follow the displayed requirements for a smooth import process

Step 4: Afterward, click on "Review data" to verify that the information is correctly displayed.

Step 5: To define your assigned rules, click on "Define assign rules" and select the assignee by checking the corresponding checkbox. Make sure to save the changes.

NOTE: If you want to create additional rules, click on "Add rule" after saving the base rule, create the new rules, and save them again.

Step 6: To finalize the import process, click on the "Import and Assign" button. This will display the imported rows, rows with errors, new nuts, and new contacts. You can view the newly added nuts by clicking on the "View Nuts" button.

2. Add new contact on the “Contact” page

Step 1: To add a new contact, simply click on "New contact"

Step 2: Manually enter the required information and click on "Create" to add a new contact