To efficiently populate your CRM or build your database when setting up Target, you can import Excel files. This article explains how to proceed.
Prepare the file
Download the template file to prepare your import from the menu: Tools > Imports.
Keep the column headers to simplify the import process and fill in your file with your data. Once complete, save your file in .xlsx format.
Import the file
Click in the "Choose File" area or drag and drop the file into the designated zone. Target will then verify the file.
Once completed, the file analysis provides the results and, if applicable, highlights any rows containing errors. This is also the time to ensure that the column headers in your file match a contact attribute.
If this is not the case, you can adjust the column header directly from the interface, then click Save before confirming the import by clicking Import.
Once the import is complete, you can add the contacts to an existing group or create a new one.
- New group: Enter the name of the new group, then click Save.
- Existing group: Select Add imported contacts to an existing group, choose the group you want to add them to, and click Save.
