Import Records via Google Sheets

If you've organised your contacts in Google Sheets, you can import them into Switch without any hassle.

To see step by step guides for other Import Methods, click here.

Step 1. Navigate to Contacts

• (As a new client) Navigate to Get Started-Add Accounts or Leads and click on Import Records.

  

  OR

• (As a existing client) Navigate to Contacts-Leads/Contacts and click on Import.

OR

• Navigate to Contacts-People-Leads/Contacts and click on Import.

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• Click on Import.

Step 2. Choose the Import option

• Choose the Import option "Outlook Contacts".

Step 3. Connect to your Account

• Select your Google Account you wish to connect to via Switch.

• Click "Allow" to authorise the system to access your Google Account.

Step 4. Provide your Import Details:

• Workbook: Choose the workbook (spreadsheet) from the drop-down list from which you want to import data from.
• Sheet: After choosing the workbook, you will need to specify the exact sheet (tab) within that workbook from which you want to import data. You will only see a list of available sheets or tabs within the selected workbook.
• Type: Select the relevant role of your import.
• Batch Name: You can name your import anything you want.

Step 5. Define how you want to handle your Import Errors:

• Handling Import Errors: When importing contacts into your CRM, you have two error-handling options: "Skip column on error" and "Skip row on error". To learn more about these two options, follow this link.
• Column to check for Duplicate Records: You can choose a primary column between "Cellphone Number", "Email Address" , "ID Number" or "Member Number". Duplicates will be filtered out based on your selection.
• Handling Duplicate Records: Choose to skip or replace duplicate records from the drop-down.

• Sync Data?: When you check the checkbox, your data will be synchronised with the source at regular intervals as per your preference. By configuring the synchronisation interval, you ensure that your data stays up to date with the source data.

Step 6. Manage your records

• Choose if you want to add your Imported Records to a List, Campaign or Tag.
• You may add these records to multiple Lists and Campaigns or Tags at once.

• Click on Import.

Step 7. Check columns and Submit

• This counter will indicate how many columns is successfully matched out of the total columns in your data set.

• You can select the correct column for your information or you can "Ignore Column", from the column drop-down, indicated in yellow.

• Click on Continue, to finalise your data preparation step.

Step 8. Review Data

• When you click "Save & Submit", only the correct records will be imported. Please review all the records marked in red as these records will not be imported (unless the skip column on error option was selected in which case certain columns will be filtered out before submission).

• The counter on this page will indicate how many records will be imported.

• If you wish to review your data an fix errors to import with another batch, you may click on Export.

• If you are happy to Import, click on Save & Submit to finalise your import and return to your Manage Imports Page.