If you have a list of clients that you want to add to your RocketLevel account, skip adding them one by one. If you have a CSV file from any spreadsheet software such as Excel or Google sheets, you can do a bulk import.
Business Value: Learn how to import a list of contacts all at once into RocketLevel for your convenience.
We have created this video to show you How to import a Contact List. You can watch the full video, or click on the timestamps below the video to jump to the exact topic you'd like to explore.
This video includes footage in Excel but this data can also be manipulated in Google Sheets, Numbers, or other spreadsheet software that allows you to export a .csv file. All you need to be familiar with is editing a cell, copying and pasting columns, and exporting to .csv in your chosen software.
0:35 Accessing your import template file
0:56 How custom fields and custom field groups work
1:33 Adding a custom field
2:15 Downloading your import template file
3:02 Transferring your data into the template file
4:11 What to do if you're missing a column in your template file
4:54 Export as .csv file in Excel
5:27 Importing your .csv file into RocketLevel
7:02 Viewing the import report
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