To add or update your files in bulk, you can import files into SalesTitan. You can import records, such as contacts and companies, or activities, such as an email sent to a contact or a meeting for an ongoing deal.

Before you Import 

When preparing data for SalesTitan, import it as a .csv or Excel file. For other formats, contact your account executive or our support team for custom implementation and data import assistance.

  • Phone Number Formatting

Before importing your contacts with their list of phone numbers attached ensure that each number has the associated country code in front (Ex: +1 for United States).

In excel to do this in bulk you can use the formula code Ex: = “+1″&B4 and to apply this to all other cells simply grab the bottom right of the cell you first applied the formula too and drag down the rest of the column.

  • Date Formatting  

To ensure that all of your import dates are being brought in correctly you will want to follow the format.  For instance if you were to input a birthdate you would input it as 01/08/1997.

Starting your Import process 

Mapping your File into SalesTitan
Use our efficient data mapping tool to accurately import your information into the correct columns. Once you’ve chosen your file, you’ll be guided to associate the data from your Excel file with the desired file in the SalesTitan system.
Finishing your Import 
At the end of the mapping you will have the option to Create New Items, Skip Items, or overwrite existing items.  If you are doing a first time import with no data in the system always choose the create new items.  If you are a season veteran in the system, you may want to take advantage of the skip items or overwrite existing items to either updates existing client records or ensure that you don’t bring them in twice. 

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.