Import custom contact fields
complete
H
Hugh (Product Support Manager)
Add the ability to include custom contact fields when uploading contacts from a .csv file
D
David Lamoureux (Product Support Analyst)
complete
I am happy to announce this feature is now complete!
You can learn more at our help article here: https://support.myclickfunnels.com/support/solutions/articles/150000156868
Lance Hitchings
Also, please add "Enrollment" status. I'd like to import contacts, many of whom are already enrolled in one of my products.
D
David Lamoureux (Product Support Analyst)
Merged in a post:
Import more contact data from .csv file like tags, address, phone, etc. into CF 2.0
Dan Henn
D
David Lamoureux (Product Support Analyst)
in progress
Anderson University Alumni
We need this really bad. It seems strange that we can't import from our own records any information that we have kept track of in our business. Especially now that the CRM is live.
D
David Lamoureux (Product Support Analyst)
Hey Dan Henn, thanks for your request. This is already partially complete. The only one missing now is the Address import. You can already import tags and phone numbers. Just make sure in your tag column, if they have multiple tags to be separated by a comma. We will leave this Request open until we get the physical address field added. Thank you for your contribution to our platform and community.
Dan Henn
David Lamoureux (Product Support Analyst) will I be able to append the addresses later when that feature is available. So, if I import everything else now and then when the address portion is ready, I can import again to add addresses without duplicating contacts?
Rich Steinmetz (ClickFunnels Engineering)
Hey Dan! I imagine you are speaking about the UI feature. You could also currently achieve this via the API.
Dan Henn
Rich Steinmetz (ClickFunnels Engineering) are there instructions/video/training on how to do that. I am trying to get my contacts out of Keap into CF 2.0 and have all contact info go one to the other.
Rich Steinmetz (ClickFunnels Engineering)
Dan Henn, I see that you also need to import addresses from Keap into ClickFunnels, which the API does not support at the moment.
Otherwise you could have achieved it with something like Zapier (a Zap with a Google Sheets' "New Row" trigger and ClickFunnels' "Find or Create Contact" action). And there is training material on how to set up Zapier with CF 2.0.
Tyson Zimmer
This would be an awesome feature! To add on to this, it would be nice to have tags imported as well. (:
H
Hugh (Product Support Manager)
Merged in a post:
CRM
Dave Larson
Have the ability to import all the data out of ActiveCampaign
H
Hugh (Product Support Manager)
Merged in a post:
Import custom fields from other platforms or .csv files
Janet Lienhard
Please let us import custom fields from other platforms and make those fields available as merge fields in our emails.
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