Import Lists to VipeCloud

If you have a group of leads or contacts that aren't currently in VipeCloud, you can import them all at once instead of entering each person individually.

This is especially helpful for untouched leads, such as referrals, facial box leads, or names and contact information you've collected on paper.

Below is a excel template that you can use to import your contacts.  Remember to save it as a CSV (comma delimited) to import.  If you do not have excel, you can use Google Sheets < Blank Spreadsheet.

Excel Template

Start by creating a spreadsheet using Excel, Numbers, or another spreadsheet program.

Add a header at the top of each column for the information you're importing. For example:

First Name | Last Name | Phone | Email

Enter each person's information on a separate row underneath the appropriate column.

You don't need to have every piece of information for every contact. Simply include the information you have available.

Here is a helpful video if you need to separate your first and last names into 2 columns: https://youtu.be/70vDFLaXTr8

Before importing your spreadsheet, it needs to be saved as a CSV file.

If you're using Excel:

1. Choose Save As.

2. Look for the option to change the file type.

3. Select CSV (Comma delimited).

4. Save your file.

Important: Make sure you save the file as a CSV rather than a standard Excel workbook. VipeCloud needs the CSV format to properly import your contacts.

Once your CSV file is ready:

1. Log in to VipeCloud.

2. Click Contacts (the people icon).

3. Select Import.

4. Choose to import your file as a Contact List.

5. Select and upload the CSV file you created.

You can create your Contact List before importing your contacts or create it as part of the import process.

VipeCloud will match the columns in your spreadsheet with the appropriate contact fields.

Review each field to make sure the information is being imported correctly.

For example:

• First Name → First Name

• Last Name → Last Name

• Phone → Mobile Number

• Email → Email

Important: If you plan to text these contacts, make sure the phone number column is matched to Mobile Number, not Work Phone or another phone field.

Once everything is matched correctly, select Process Import.

After the import has finished, return to Contacts and open Contact Lists.

Your newly imported contacts should now appear in the Contact List you selected or created.

You're now ready to use that list for your follow-up, including starting an appropriate text or email series.