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Importar contactos

Introducción

Infusionsoft le permite importar contactos, empresas, etiquetas, productos y suscripciones. El tipo de importación más común es una importación de contactos. El proceso para cada tipo de importación es casi idéntico. Antes de importar, asegúrese de que sus datos están en formato de archivo csv (delimitado por comas) y que se han preparado correctamente.

Instrucciones paso a paso

1 - Ir a CRM> Contactos
2 - Seleccione Importar contactos en el menú Contactos.​

3 - Seleccione un tipo de datos (por ejemplo, contactos, etiquetas, productos, etc.) y haga clic en Ir.

Sugerencia Pro!

¿Necesita importar caracteres UTF-8?

Las importaciones con caracteres UTF-8 fallarán si el archivo fue creado o editado con Microsoft Excel.

Solución alternativa: Guardar una información de contacto a través de una Hoja de Google proporciona una solución alternativa.

Pasos:
1 - Abra su archivo de Excel, seleccione todos los datos y copie (CTRL-C).
2 - Abra Google Hojas de cálculo y pegue los datos en una hoja nueva (CTRL-V).
3 - Guarde su Hoja de Google como un archivo CSV (esquina superior izquierda en Hojas: Archivo> Descargar como> Valores separados por comas (.csv, hoja actual)
4 - Navegue hasta Infusionsoft e importe el archivo CSV que acaba de guardar en Google Sheets a través de la herramienta de importación.*

*Asegúrese de no abrir el archivo CSV recién guardado en Excel después de guardarlo.

4 - Haga clic en Examinar para seleccionar un archivo csv de su computadora.

5 - Haga clic en Siguiente para iniciar el asistente de importación.

6 - Empareja los campos

El nombre del campo de la hoja de cálculo se encuentra en la columna de la izquierda. El nombre del campo Infusionsoft está a la derecha. Seleccione el campo correspondiente de Infusionsoft en cada menú desplegable. Si no aparece un campo coincidente, puede crear un campo personalizado o seleccionar No importar este campo para omitir el campo de la importación.

(Opcional) Combine los valores del campo para los campos de opción múltiple (por ejemplo, desplegables o listas de selección). Seleccione un campo correspondiente de Infusionsoft en cada lista desplegable. Si necesita rellenar varios campos de Infusionsoft con datos de una hoja de cálculo, haga clic en el enlace Additional Field Matching Options en la parte inferior de la página.

7 - Haga clic en Siguiente cuando haya terminado de asignar sus campos.

8 - Confirme el permiso para enviar correo electrónico.

Lea las directrices de permiso y elija Sí o No.

 - No: estos contactos se importarán y aún así podrá enviarles correos electrónicos individuales. Sin embargo, no podrá utilizar estos contactos en Difusiones por correo electrónico o Campañas.

 - Sí - Cuando selecciona Sí, acepta la Política de uso aceptable de Infusionsoft y debe responder a una serie de preguntas relacionadas con la obtención de la lista que está importando. Estas preguntas incluyen:

 - ¿Cómo se inscribieron estos contactos para su comercialización?
 - ¿Con qué proveedor (es) de servicios ha estado enviando esta lista?
 - ¿Qué método (s) de opt-in ha estado usando?
 - ¿Cuánto tiempo ha estado enviando por correo electrónico / construyendo esta lista?
 - ¿Cuándo fue la última vez que envió a esta lista?
 - ¿Cuántos correos electrónicos por mes se enviarán estos contactos?

Esta información será revisada por nuestro equipo de cumplimiento, por favor proporcione cualquier otra información relevante.

9 - Haga clic en Siguiente cuando haya contestado satisfactoriamente las preguntas.

Si falta alguna información o está incompleta, se le avisará que proporcione más información.

10 - Revise su importación.

Haga clic en Anterior o Siguiente para desplazarse por algunos de los registros para verificar que coincide correctamente con los campos.

11 - (Opcional) Si comete un error, haga clic en el enlace para realizar cambios en la asignación de campos antes de continuar.

12 - (Opcional) Puede marcar la casilla de verificación para crear registros de empresa para cada contacto que tenga un nombre de empresa en el campo de empresa.

Todos los contactos que pertenezcan a la misma empresa se agruparán en el mismo registro de empresa. Tenga en cuenta que cualquier variación ortográfica en el nombre de una empresa creará varios registros de empresas. Por ejemplo, Infusionsoft y Infusionsoft Software crearían dos compañías separadas.

13 - Haga clic en Listo para comenzar la importación

14 - (Opcional) Al completar la importación, tiene la opción de ver la lista que importó, enviarles una emisión y / o guardar la configuración de importación.

Cuando guarde la configuración de importación, el sistema almacenará las coincidencias de campo y las acciones asignadas a la importación (consulte # 9). El uso de una importación guardada le permite omitir algunos pasos de importación al importar el mismo tipo de lista en el futuro.

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