How to Import Contacts in Keap | 360Growth Marketers

If you're looking to streamline your contact management in Keap, the process of importing contacts is a crucial step to ensure your database is up-to-date and organized. Follow these simple steps to import contacts in Keap effortlessly:

1. Log in to your Keap account and navigate to the Contacts section.

2. Click on the “Import” button, usually located at the top of the Contacts page.

3. Choose the source from which you want to import contacts, such as a CSV file or another CRM platform.

4. Upload the file containing the contacts you wish to import. Ensure the file is correctly formatted to prevent any errors during the import process.

5. Map the fields from your file to the corresponding fields in Keap to ensure all contact information is accurately transferred.

6. Review the import settings and make any necessary adjustments before finalizing the import.

7. Click “Import” to initiate the process, and once completed, you will see a confirmation that your contacts have been successfully imported.

By following these steps, you can easily import contacts in Keap and maintain a well-organized database for effective communication and marketing campaigns.