How to import leads from Contacts

To import leads from your iPhone's Contacts app, go to the contacts feature and tap on "New Lead." Near the very top you will see a button that says "Import Contact." From here you can search for a contact and it will pre-fill as many of the fields you have filled out for that contact. Following this you can designate a value and status as you normally would. 

SwiftCall is crashing when I try to import a CSV


CSVs are incredibly fragile documents. One wrong formatting mistake and the import won't work properly. If your SwiftCall app is crashing upon CSV import, there is a 99% chance that there is a formatting error. 


Go through the following potential issues:

1) Make sure there are NO Header rows/columns on the parent Excel/Numbers document. Even if they don't appear on the child CSV, it will end up messing up the import. 2) Remove all commas. CSVs organize information based on commas, so if they are in the information it will mess up the import. Additionally, paragraph spacing in a cell will mess things up 3) Every row needs to have a name & phone number or else it won't import; and 4) Make sure that your document has five columns (even if the final 3 are empty).​​


For some context, let's look at "the worst SwiftCall CSV ever made." Among the other various issues, please note the grey rows. All rows in your Excel/Numbers file should be plain white. Compare this awful CSV to our Good CSV below it. That is a happy CSV, you will be able to import hundreds or even thousands of leads with it.

SwiftCall

 Confused about something?

Email Jake@adventurate.com with questions or comments

 

We can help.