Importing contacts is a vital part of starting and maintaining a 21st century business. Not just to add new leads from a seminar or an attendee list from your latest webinar, imports are also a vital part of controlling how your information is stored and searched for. If not completed correctly imports can cause some major errors, add Companies into the mix and things can get even messier.
Importing a list of contacts with companies can carry some unforeseen risks, namely duplicate company records. Since there is no way to merge duplicate companies, the best way to fix this problem is to make sure it doesn’t happen. In this week’s video, I show you how to properly import Contacts and Companies into Infusionsoft.