Important: Prepare Your Contact Data For Importing
Before importing your contact data, make sure your data fields are organized in the same way Lightfolio’s fields are.
To download a template to format your contact information properly, please download our Lightfolio Contacts Template (CSV file).
All contacts must have these fields or they will not be imported:
- The Contact Owner (your name or company name)
- Contact's first name
- Contact's last name
Step 1: Upload Your CSV File
Once your contacts CSV file has been organized correctly, go to the main side menu and click on Contacts (under Studio Manager).
On the Contacts page, click on the Import button in the upper right corner.
The Import page will summarize the steps for you. Click on the Get Started button.
Step 2: Select Your CSV File
On the Import Step 1 of 3 page, click on the Select a File button and choose the CSV file you want to upload from your device.
Duplicate Handling Rules - Matching: Choose how you want duplicate contacts to be handled.
None radio button: Do not match contacts (default)
First + Last Name radio button: Match contacts by their names.
Email radio button: Match contacts by their names.
If you choose to match by name or email, you can decide how matching contacts are handled in the Duplicate Handling Rules - Processing section.
Skip: Don't add a matching contact.
Clone: Add matching contacts as a copy.
Overwrite: Change and update your Lightfolio contact information.
NOTE: Overwriting your data cannot be undone. Make sure you've exported and backed up your current Lightfolio contact data before choosing this option.
When you’re done with the optional settings, click on the Next button.
Note: In the Declare Fixed Fields section, you can choose your business name from the Brand drop-down list. The business name will be copied over into your Contact Owner field.
Step 3: Match The Fields
Lightfolio may automatically recognize some of your CSV field’s files, but it can skip other fields, so you need to match your fields with Lightfolio's.
Next to each field name, click on the drop-down list and choose the field from your CSV file.
When you’re done mapping your CSV file’s fields to Lightfolio’s fields, click on the Next button.
Step 4: Confirm and Import
If all of your fields have been mapped correctly, the Import (Step 3 of 3) page will show the message All fields are mapped.
To import your contacts, click on the Next button.
An Import Confirmation page will appear, and your contacts will be added to your Lightfolio contacts list.
Note: To download a log of all the contacts that were added, overwritten, or skipped, click on the blue Download Import Log text.