Uploading your customer data to your Salesgenie account is easy. You will start from the "My Lists" page.
There are two ways to get to "My Lists".
From the Home Dashboard:
From the "My Lists" screen, click "Import a List".
Choose what type of list you're importing. Select one of the three options:
From the "Import a List" screen, select:
List Import Best Practices: We recommend following these optional tips for uploading your spreadsheet:
Now let's match the columns in your uploaded file to the fields in Salesgenie.
If there is a field that doesn't match or won't be used, select "Do Not Map" from the bottom of the drop down list.
Each time you select the field (1), you will see a sample of the first five records in that field (2). Check to make sure the data matches. See below: First Name field matches the five sample names below. Last Name field matches the records below. Continue this until all fields have been matched.
Once all of your fields have been matched, click "Next" to continue.
Adding tags to these contacts will further classify them for analysis, reporting, and list building.
Your list will begin processing. You will be notified via email when your upload is complete.
Depending on the files, processing time can range from a few minutes to a few hours. Larger orders requiring the assistance of a marketing expert may take more time.
When your file has finished processing, you can access your file in the "My Lists" page.
PLEASE NOTE: Only customer data records that match our existing databases will be displayed. Any records that do not match our databases will not be displayed. All data and marketing services will be available for your matched customer data records. Future feature improvements will include both matched and unmatched data. Check with your Database Consultant for more details.
Our award-winning customer care team is here for you. Call 877.708.3844 orContact Support