When importing contacts into kvCORE, you have two options: let us handle it for you to save time and avoid incorrectly importing your data or import the contacts yourself to retain full control over the process.
Regardless of the import option you choose, we recommend that you use the applicable import template as a guide for formatting your file.
Import Templates (Recommended)
TIP for Canadian Users: Add your Postal Code to the 'Primary Zip' column and your Province to the 'Primary State' column.
Option 1: Let Us Handle It
The easiest and surest way to get all of your leads into kvCORE correctly is to contact the Lead Configuration and Import Specialists (LCS) to take advantage of this free and convenient service.
Lead Import Request Form (Required)
To utilize the service please proceed to the online form located here. Your request will be processed when you follow the steps in the online form. Please read the instructions carefully and watch the short video below for an overview of the process.
If you have questions or issues, please book an appointment to speak with an LCS representative. We will be happy to assist you in ensuring the most accurate import of your lead database as possible.
Please Note: If you would like Smart Campaigns to be automatically assigned to your imported contacts, you will have to use this option. The bulk import tool on its own will not automatically assign campaigns to your contacts if you use it yourself.
Option 2: Do It Yourself
The video below will walk you though the importing process step-by-step! Please schedule an appointment with the LCS should you need help with formatting your import file. Also be sure to take a look at our lead import template which demonstrates how your import file should be configured.
List of Supported Import Fields
Below is a list of all the kvCORE fields you can import data into for a contact. If you are importing a file yourself, you will need to match each of your file's columns to one of these fields in order for the information to appear in the contact's record in kvCORE.
Please Note: When adding contacts through the Bulk Import, make sure at least one of the contact fields is filled out, meaning the email address, a physical mailing address, or one of the phone number fields.
Not all of the below fields will appear as column headers in our example import template, but they can easily be added as additional column headers and used to import data.
Please Note: When an Agent or Admin owns a lead if they attempt to
manually import a duplicate of that lead (a contact that has the same email address), the manual import will stop that lead from being imported. One Agent or Admin
cannot own two leads with the same email address.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org!
(Keywords: import, csv, contact sync, import contacts)