Importing Contacts from a Spreadsheet

With Heymarket Web, you can import contacts from a CSV into Heymarket.

Setting up the CSV

  1. Download the CSV file (at the bottom of the article) to your computer and open it. Alternatively, you can create your own CSV file.
  2. Populate the first row of the CSV with fields/columns for searching contacts in Heymarket. Required fields/columns are first name, last name, and phone number. Optionally, you can include a field/column called List to import contacts directly into Heymarket lists. You can also add as many custom fields/columns as you like. Some examples of custom fields include: email address, street address, sales stage, and account status.

Importing Contacts

  1. If you haven't already done so, setup your Heymarket Web account or sign in.
  2. Click on 'Contacts' on the left side.
  3. Click on 'Import Contacts' in the top-right corner.
  4. You can now import contacts from the CSV file. You can also include custom fields (columns) that can be searched for within Heymarket. NOTE: first name, last name, and number are required columns.
  5. Click on Replace duplicate contacts to have the import overwrite existing contacts in Heymarket that have the same phone number.

Here is a sample CSV file that you can populate with your contacts to import into Heymarket:

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