If you have a list of contacts (The contact list file should be in CSV format), you can import it into Hyly.
Following are the step-by-step instructions for the same.
a. Upload File Format:
- The contact list should be in CSV format. The system will not accept any other file format other than CSV format.
- The CSV file size must be smaller than 10MB.
- CSV File should contain at least three fields: First Name, Last Name, and Email. It may contain n number of fields. You need to map them to respective Hyly fields.
- The first row and first column should not be empty, or the system will be unable to identify the data and show an error.
- Ensure no empty rows or columns exist between the data mentioned in the CSV file. An empty row or column in between will not allow the system to capture the entire data.
b. Log in to your Hyly account> Select your Sub-Org> click Contacts.
c. Click on the dropdown menu at the top left corner and select Contact Import/Export.
d. Go to Step 1: Upload CSV and click the Select File button to upload your CSV file.
e. Wait for the popup to give you information regarding CSV.
f. The system will display the rows and column counts from the CSV file.
g. It will display all column names from the first row.
h. Click on Looks good to continue the upload.
i. Click Let me Restart to check and upload your CSV file again.
j. If you click on Looks Good, it will populate a Step2: Map Fields section.
k. Map CSV Fields to Hyly Fields under the Essential Fields section. The Hyly fields on the left-hand side should be matched with the corresponding CSV field. For example, Email is a Hyly field that should be matched with the Email Address column of the CSV file.
l. Map the Sub-Status with the Contacts from the column you want in the CSV file.m. Add some unique Batch names and Tags related to this CSV file so that in case of any failures, you can just find the batch name/tags and revert the upload, or if you need to create a contact group for this import, you can use this batch name/tags.
n. Map the Full Name with the Name Column in the CSV File under Non-Essential Fields. Do a double-check of the mapping between CSV Fields and Hyly Fields. You can ignore all the other fields in case it is not required.
o. Go to Step 3: Load Contact and add your email at the bottom so we can email you when the file is imported. We will email you a success/failure report as well.
p. Click the Load File button to start the process.
q. You will get an email confirmation like this based on the counts of the CSV Uploaded. This will confirm the following:
- The number of Leads were imported successfully.
- The number of Leads were added to the lead list.
- The number of Leads replaced existing leads with the same email in the lead list.
- The number of Leads not imported successfully, etc.
r. Once you get the email, you can see the uploaded file in the Import Log.
s. In case of failure, find the batch name and Undo it.
t. Now, you can go to hyCRM and search for the email ID or name and find the lead.
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