By Jon Klubnik • July 26th, 2010

Question: We have no problems importing contacts from a CSV file.  However, our database is setup with different groups that the sales people sort their contacts into.  When we import, they are all put in with the existing contacts and the sales people have to manually go through and sort them out into the groups they belong to. Is it possible to get a CSV of contacts and have them import into a particular group automatically?

 Answer: Here’s what I would do.  In your excel file, create a column called user15 and it in all the way down, give the import a name (like Houston Trade Show, or Bob’s contacts).

Just something unique to be able to find the data when you get into ACT.

 Then do your import. Import User15 in Excel into User15 in ACT

 Now in ACT, do a lookup on User15 and find all contacts with the value of (Houston Trade Show, or Bob’s contacts). Then add these contacts to your group.

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