Marketing/Sales

If you are looking to streamline your contact management process in Keap, the popular CRM platform, importing contacts is a crucial step. You may successfully connect with your contacts, cultivate partnerships, and expand your business by importing contacts with efficiency. Here's a simple guide on how to import contacts in Keap.

Step 1: Log in to your Keap account and navigate to the Contacts section.

Step 2: Click on the Import button, usually located at the top of the Contacts page.

Step 3: Choose the file containing the contacts you want to import. Keap supports various file formats such as CSV, XLS, or XLSX.

Step 4: Map the fields in your file to the corresponding fields in Keap to ensure accurate data transfer.

Step 5: Review the import settings and make any necessary adjustments.

Step 6: Click on the Import button to initiate the contact import process.

By following these simple steps, you can efficiently import contacts into Keap and leverage the platform's powerful features to enhance your marketing efforts and drive business growth.

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