Importing Contacts into MarketSharp
NOTE: Prior to importing a list of contacts, Marketsharp Technical Support needs to build an Import Structure on the back-end. Please reach out prior to the first time importing.
What is Importing?
Importing a list of contacts into MarketSharp can be done with the use of an Excel (CSV or txt) file. This can be done by the System Administrator or anyone with access to the Admin Section of MarketSharp.
How to Import an Excel File
Open the Excel file
Make sure all columns are correct and ready for importing:
First Name, Last Name, Address, City, State, Zip, Phone, Email, etc each have to have their own column.
The file might look something like this: 
NOTE: The phone number(s) do not need to have any special formatting.
Remove the column header if there is one (if the column header is not removed, that row will be imported as a contact) The image above does not have a column header.
Make sure that there are no commas (,) in the file as that will cause errors when importing
Save the Excel File
Go to File in the upper left of Excel
Choose Save As
Name the file and save it somewhere it can easily be found
Choose the Save Type as to CSV (comma delimited) (*.csv)
Choose Save to save the file
Go back to MarketSharp
Click Admin from the drop-down in the upper right corner
Choose Import Contacts from the Importing and Exporting box
Type in a Record Source (this needs to be unique for every import done)
Set the Contact Type is set to the area the contacts should import into (for example: Prospects)
Choose the Import Structure that will work with the file – (this will be made by Technical Support)
Click Choose File to locate the list of contacts
Choose the CSV file that was previously saved
Click Import Contacts
Wait until the green bar appears that says This file is currently being processed
Go to the Contacts Tab
Choose the List view for the section in which the contacts were imported (for example Prospects List View)
Choose Add on the filter line
Name the filter (Suggestion: Name the filter the same as the Record Source)
In the Search Column choose Contact.Record_Source
In the Operator choose Equals
In the Search Value type in the Record Source
Choose Get Count in the bottom right to make sure the filter works
Click Save
What Data Can Be Imported?
Below is a list of information that can be imported into MarketSharp.
Address Line 1
Address Line 2
Age Group
Area Code (Cell)
Area Code (Home)
Area Code (HomeFax)
Area Code (Other)
Area Code (Work)
Area Code (WorkFax)
Bar Code
Carrier Route
Cass
City
Company
County
Do Not Fax (HomeFax)
Do Not Fax (WorkFax)
Do Not Mail
DPBC
Email – DNE (Primary)
Email (Primary)
Email 2
Email 2 – DNE
Email 3
Email 3 – DNE
Federal DNC (Cell)
First Name
Full Fax Number (Home)
Full Fax Number (Work)
Full Name
Full Phone Number (Cell)
Full Phone Number (Home)
Full Phone Number (Other)
Full Phone Number (Work)
Home Value
House DNC (Cell)
Income Level
Last Name
Latitude
Length of Residence
Longitude
Marital Status
Middle Initial
Phone DNC Exempt (Cell)
Phone DNC Exempt Date (Cell)
Phone Number (Cell)
Phone Number (Home)
Phone Number (HomeFax)
Phone Number (Other)
Phone Number (Work)
Phone Number (WorkFax)
State
State DNC (Cell)
Title
Website
Website 2
Website 3
Written Permission (Cell)
Year Home Built
Zip Plus 4
Zip Plus 9
Zip/Postal Code
