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📥 Import Bulk Contacts into Sell Agent

In Sell Agent, you can easily import or export contact data directly from the Contacts tab. This helps you manage leads in bulk.
1

Go to the Contacts Tab

  1. From the left-hand menu, click on Contacts.
  2. This will open your contact list view inside Sell Agent. Contacts Tab Screenshot
2

Click the Actions Button

  1. In the top right corner, click on the Action button.
  2. A dropdown will appear with two options:
    • Import Contacts
    • Export Contacts
    Action Dropdown Screenshot
3

Import Contacts

  1. Click on Import Contacts from the dropdown. You’ll now see three options:
    • Contacts
    • Deals
    • Companies
      Select the type of data you want to import and click next.
    Import Contacts Screenshot
  2. Click on the Choose File button and select the .csv file you want to import. Upload File Screenshot
  3. Sell Agent will automatically map the fields based on the headers in your CSV (e.g., Name, Email, Phone).
    If any header isn’t recognized, you’ll see a warning, and you can manually map it or create a custom field.     Mapped Fields Screenshot If a column header does not match any existing field, you can create your own custom property. To create a custom property:
    • Go to Settings on the top right conrner.
    • Click on CRM Properties.
    • Click on Add Property and name your custom field.
    Add Custom Property Screenshot Add Property Button Screenshot
  4. Once the custom property is created, go back to the mapping screen.
    Select the custom property you just created for the unmatched column.
    After all fields are mapped correctly, click Next to proceed.
  5. After mapping, you’ll be taken to a preview screen where you can review the data from your CSV file before final import.
    This allows you to confirm everything looks correct.     CSV Data Preview Screenshot Once confirmed, the CSV will be imported and your contacts will appear in the Sell Agent dashboard.
4

Export Contacts (Optional)

  1. Click on Export Contacts if you want to download your current contacts.
  2. The system will generate a .csv file including all the contacts you currently have in Sell Agent.
Once uploaded, your contacts will appear in the Contacts list, ready for follow-ups, messaging, or call assignments.