Importing leads or contacts into Sanity OS is a simple process (Ensure your spreadsheet has column headings).
1. Choose your import method;
A: Copy and Paste them into a text box directly from MS-Excel (or a similar spreadsheet service)
B: Import them using a CSV File
Note: If you are creating a Database you may import your contacts later (or add them manually by clicking "I don't have either of the above".
2. Map your import
This step couldn't be easier, Sanity OS will detect the columns in your database that match the fields in your lead form and highlight them in blue. Where it can't find a match it will simply ask you to assign it to a field or skip it. You can do this by clicking edit on the columns highlighted in red.
Sanity OS will automatically de-dupe identical records during the import process.
If you're importing leads/contacts into a database that already exists you'll have some additional options such as instructing Sanity OS on what to do with duplicates that may already exist in the system.
NOTE: IMPORTING DATES INTO DATE FIELDS MUST FOLLOW THIS FORMAT:
DD-MM-YYYY OR YYYY-MM-DD
Using - instead of /