Import tool

  1. In FunnelBud, go to Import.

  2. Choose the correct delimiter for your CSV file.

    • Import tool gives you 4 delimiter options: Comma (,), Semicolon (;), Pipe (|) and Tab (\t).

    • Usually, it's comma. But if your CSV file is using another delimiter, pick that one from the dropdown menu.

    • If you chose the wrong delimiter, you will notice in the Mappings section that the column names are not separated. To know which is the right delimiter to use, check the combined column names and look for the character that separates them.

  3. Click Choose a File button and select the CSV file that you want to import.

  4. Click Upload CSV File button.

  5. On the Import Contacts page:

      • List Settings (required)

        1. Choose New List if you're importing to a new list.

        2. Choose Use Existing List if you're importing to a list that already exists in FunnelBud.

      • How should you handle duplicates (required)

        1. Do not update field information

          • For new contacts, this will import all mapped fields.

          • For existing contacts (based on Email Address), this will add them to the list you are importing to but will not update any fields in their records.

        2. Update only new field information

          • For new contacts, this will import all mapped fields.

          • For existing contacts, this will only update the mapped fields that do not already have values in them in FunnelBud, with what is found in the CSV file. Mapped fields with existing values will not be updated.

        3. Update new and existing field info

          • For new contacts, this will import all mapped fields.

          • For existing contacts, this will update the mapped fields with and without values in them in FunnelBud with the values found in the CSV file. The information in the CSV file will overwrite the information in FunnelBud.

          • If mapping to a dropdown field type and the values in the corresponding CSV column do not exist as options of the dropdown field, the imported value will show as: Saved value not in list: <NAME>.

          • An empty cell in the CSV file will not overwrite an existing value in FunnelBud with a blank value, there will be no change to the field in FunnelBud in this case.

        4. If your goal is to add a number of contacts to a list, use first option. If your goal is to gather all available information on the CSV file without overwriting existing values in the system, then it is best to use the second option. If the aim is to update field values with new information, then it is best to use the third option.

        5. For more information on how to handle duplicates during import, click here.

      • Import New Leads in List as Open (required)

      • Assign leads to a campaign (mandatory)

        • Important: Always assign a campaign to new contacts you are importing (you can do that during the import process), so they don’t get another campaign in the future incorrectly. We need to see in the reports that they originally came from an import. (Campaign name example: “YYMMDD Hubspot Import”)

        • You can create a new campaign and assign the contacts. Or you can assign them to an existing campaign.

      • Assign leads to a particular user (optional)

        • If you want to assign these contacts to a lead owner, check Assign Leads to a Particular User and select the user’s name from the list. Otherwise, skip.

      • Mappings (required)

        • The names on the left are the CSV columns and on the right are the FunnelBud fields. Map the CSV columns to the corresponding fields in FunnelBud.

        • If the fields do not exist in FunnelBud yet, tick Make Custom Field checkbox to create a new custom field for the column.

        • Map Is Unsubcribed column to Is Unsubcribed field in FunnelBud.

        • Only mapped fields will be updated in FunnelBud (based on how you want to handle duplicates).

        • Not all columns need to be mapped to fields, if you think they are not relevant. The only required mappings are Email and Is Unsubscribed.

        • For more information on field mappings, click here.

  1. Click Import button.

  2. On the popup window, you will see a sample data (the first record in your CSV file). Check if the values are mapped to the correct fields.

  3. Then type CONFIRM and click red Import button. If you’re importing a large number of contacts, it will take a while for the import process to complete.

Import Checklist

After you've imported a few times this short checklist will suffice:

    • Prep data for import

      • Make sure there are Email and Is Unsubscribed columns

      • Make sure that the names are separated into first names and last names

      • Saving as a CSV file with UTF-8 format (if the format is different)

    • In FunnelBud, go to Contacts > Import Tool

    • Important - check the delimeter

    • Lead Status: Import New Leads in List as Open

    • Always assign leads to a campaign

    • Map CSV columns to FunnelBud fields

Import Completion Statuses

When the import is completed, the following will occur:

Any lead where isUnsubcribed = 1 will appear under the Exclusions tab for the list.

Contacts will have red text on their contact record stating that they have requested not to be contacted and were unsubscribed during Import. Message "This person has requested to not be contacted. Lead Unsubscribed - Import"

A Life of the Lead event will appear for the unsubscribe.

The list's Exclusions tab counter will display the total number of leads currently excluded from the list.