Importing Records

Records can be manually imported and/or automatically synced from an external application (ex Salesforce, Hubspot, homegrown, etc.) 

1. Click CRM on the navigation menu bar (on the left side of the UI) to access AutoReach CRM and begin in the import/creation process
2. As shown in the diagram in List Building Cycle and Fundamentals, records can be uploaded either manually or automatically via a recurring sync.

Important: Formats to consider when importing contacts:

1. Name fields should be broken up by First Name and  Last Name
2. Date formats must follow YYYY-MM-DD 

Manual Methods

• Option 1a - CSV Import: 
  • Click Import to add a list of records with our visual importer. You can either:

 

• • Upload data from file via .csv, .tsc, or .txt and follow the step-by-step instructions
    • Select Upload Data From File
    • Identify which row from your data file contains a column header 
    • If you do not have a column header, please select  No Header Row
  • Confirm the mapping and matching of fields in AutoReach against the fields from your imported data file

• • • If there is no exact match, you have the option of mapping the field to an available AutoReach field via the dropdown picklist (see image above), or completely ignore the column
    • If there is no match that fits and you’d like the column to be imported into Autoreach CRM, you’ll have to create a new custom field that matches that column header.  Please see Setting up your CRM for more instructions. 
    • If there’s a match, you have the option to Confirm Mapping or Ignore this column entirely. 
    • Once you’ve finalized your field mapping, select Review. 
    • If everything looks correct, you can select Continue to submit your data import

• Option 1b - Individually create records: you’ll also have the ability to create records individually by clicking the New button inside of AutoReach CRM

Automatic methods w/ recurring syncs

• Option 2a - AutoReach-manged integrations: AutoReach has a number of pre-built CRM integrations that you can take advantage of including Salesforce, Hubspot, Dynamics, Zoho, and more. Additionally we can help facilitate a custom integration into any of your business applications with the appropriate APIs. AutoReach and your application of choice will have a sync interval as low as every 5-minutes to 24 hours.
  
• Option 2b - Customer-managed integrations: Our customers can also build their own integrations leveraging our suite of APIs. For more details and documentation, please reach out to your AutoReach CSM