Web app

1. Click on Import from the left menu.

2. Select Contacts and click on Next.

3. Choose Other Platforms and click on Next.


4. Select among the available software services that you currently use to store your contacts and click on Next.

5. You have the following options for uploading your file: You can either drag'n' drop it or upload it directly by clicking on 'Choose file'. After that, click on Upload.

Tips

  • If your contacts are stored in Hubspot, you can easily export them by following the guidelines from this site
  • If your contacts are stored in Salesforce, you can easily export them by following the guidelines from this site
  • If your contacts are stored in Insightly, you can easily export them by following the guidelines from this site
  • If your contacts are stored in Mailchimp, you can easily export them by following the guidelines from this site
  • If your contacts are stored in Microsoft Dynamics, you can easily export them by following the guidelines from this site
  • If your contacts are stored in Zoho, you can easily export them by following the guidelines from this site
  • If your contacts are stored in LinkedIn, you can easily export them by following the guidelines from this site

6. Map your file columns to Pobuca Connect fields. The app will ignore the unchecked rows. Please keep in mind that the field Last Name is required. Once you do so, click on Next.

Note: In case there are more than one tag per row, you need to choose your tags separator.


7.  Choose the fields you would like the app to compare to spot duplicates (by comparing the relative values that are already in Pobuca Connect and the ones on the import file).

In case duplicates are found, choose what the app should do: Ignore duplicate contacts or Update existing contacts. If you choose Update existing contacts, you can also choose if existing values stored in Pobuca Connect should be overwritten by new values that are empty inside the file. After that, click on Next.

Note: This step is optional.

8. Choose the visibility settings regarding the new contacts you are about to create through the import process and click on Next.

9.  Review the summary and click on Start.


10. When the import is completed, you will be presented with a pop up that informs you how many contacts were created, how many were updated and if any errors appeared. You can also download the log file for detailed information. 

 

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