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Importing and Exporting Contacts

You can bulk import contacts two ways: a .CSV file in your Back Office, or straight from your phone's contacts in the iDecide Interactive app. Exporting is Back Office only.

Import from your phone #

The easiest option if you keep your prospects in your phone rather than a CRM.

  1. Open the iDecide Interactive app.
  2. Tap ADD CONTACT at the top left.
  3. Tap Import Multiple Contacts.
  4. Select the contacts you want and tap Check Mark.

Anything you import on your phone appears in your Back Office too.

Import from a .CSV file #

Best if your prospects already live in a CRM or a spreadsheet. Your file needs a header row and, at minimum, a name column. You can also include Email Address, Phone Number and Notes.

  1. Save your spreadsheet as a .CSV. In Excel: File, Save As, then choose CSV under File Format. This is the step people miss. A plain Excel file will not upload.
  2. In your Back Office, go to CONTACTS and click IMPORT | EXPORT at the bottom right.
  3. Click the IMPORT CONTACTS tab.
  4. Click the blue Upload button to pick the file, or drag it into the dotted area.

Sample Headings #

Export your contacts #

  1. In your Back Office, go to CONTACTS and click IMPORT | EXPORT at the bottom right in the back office.
  2. Click the EXPORT CONTACTS tab.
  3. Choose your filters to decide which contacts to include, then export.

The file you get back includes which presentation you sent each person, when they viewed it, and what outcome they chose.

Tip: iDecide connects directly to GoHighLevel, and to thousands of other apps through Zapier, so contacts, views, and choices can import/export to your CRM automatically.