To bulk import a list of contacts into RocketBolt from another source you’ll need a CSV of your contacts.
Most contact management and communication platforms, like Salesforce, LinkedIn, and Gmail, allow for easy exporting of contacts in CSV format. If you don’t already know how to generate a CSV list of contacts from your desired source, we recommend Googling “[platform name] export contacts as CSV.”
Once you have your CSV ready, visit the Import Contacts page in your RocketBolt account.
NOTE: The only required piece of information for adding a contact in RocketBolt is an email address. During your bulk import, RocketBolt will automatically skip any contacts without email addresses.
Step 1: Assign a team member
Owner select option during import contact process.
Select the primary point of contact for the people in your list. This step is optional, but we recommend doing it, especially if you’re using RocketBolt as part of a team.
Step 2: Associate with projects
Project selector during import contact process.
Select all projects related to the contacts you’re uploading. Associating contacts with RocketBolt projects is optional, but it’s a helpful way of keeping contacts grouped together and organized.
Step 3: Upload your CSV file
CSV source selector during import contact process.
Select the platform where your CSV came from. RocketBolt can accept CSVs generated from most contact management and bulk email platforms, so if your platform isn’t listed, select “Other CSV Source” to continue with your import.
Step 4: Match list columns
List data matching during import contact process.
Tell RocketBolt what kind of contact information the list contains. To do this, RocketBolt will show the uploaded data of the first five contacts from your list. Use the dropdown at the top of each list to choose the information type.
Here are the different kinds of profile information RocketBolt can store:
- Email Address - The only required piece of information
- Phone Number - Any format is accepted
- Street Address
- State/Province - Full name or abbreviation accepted
- Country - Full name or abbreviation accepted
- Zip/Postal Code
- Full Name
- First Name
- Last Name
* Provide either a full name or a first and/or last name.
- Job Title
- Company/Organization Name
- Facebook Page - URL format
- LinkedIn Profile - URL format
- Twitter Profile - URL format
- Website - URL format
Step 5: Configure import options
Beneath the profile matching columns are two final configuration options. Here’s what they mean:
Lead syncing select options during import contact process.
By default, RocketBolt will not update information about contacts on your import list that are already stored inside your account. Choose the “Synchronize info for duplicate contacts” option to update existing contacts.
PRO TIP: To quickly assign a large group of contacts already stored inside RocketBolt to a new team member or project, you can export the list of contacts from RocketBolt and then re-upload it. At the beginning of the import process, select the appropriate team or project assignments, and then choose the “Synchronize info for duplicate contacts” option.
First Row Data
First row data type options during import contact process.
When exporting contact lists as CSV files, most platforms add labels in the first rows of their CSVs so you can quickly identify the type of profile info. Since this isn’t information you’d want saved as a contact, RocketBolt ignores the first row of information by default. If the first row of your CSV does contain contact information, be sure to select “Include first row as unique contact” before uploading.
Step 6: Import List
Click the “Import List” button and your import will begin.
Contact list import success message.
When the import finishes, RocketBolt will show you how many new contacts were added to your account and how many existing contacts (if any) were updated.
NOTE: Be sure to leave your browser window open while RocketBolt processes your list to avoid importing a partial list.