Import a large number of contacts at once by uploading via CSV spreadsheet
Do you have a list of contacts stored in a location other than your smartphone? Or perhaps you aren’t able to sync your workstation or back office to AMI, but you still want to get all your customers into the app quickly. You can easily upload your contacts by creating a CSV file!
First, what’s a CSV file? It stands for Comma Separated Values and is basically a fancy term for a different way of formatting a spreadsheet. It’s super easy - we promise!
Do you already have a spreadsheet of customers and contacts you’d like to upload to AMI to easily contact them on-the-go? Perfect - you’re halfway there!
Or, are you keeping track of your contacts somewhere else, but you want to get more organized and keep them all in one place with AMI? Read on - we’ve got you covered, too!
If you want to export your current customer list from your workstation or back office into an Excel spreadsheet, it’s a simple process. Please be sure to ‘view all’ customers or contacts as sometimes back office systems only allow you to see a small subset of names and the others are reported on additional pages - typically you can drop-down to a ‘view all’ screen, then export the list.
Below you will find a video to walk you through uploading your CSV
The step-by-step instructions are also written out below the video for your convenience.
Prepping your CSV
Do you already have a spreadsheet of contacts? Great - we’ll just have to make sure the formatting matches ours! Take a look at our Example Excel File. It’s super important that your column titles (headers) match ours so that all information is imported to AMI properly. If your column titles differ even slightly from ours in our Example Excel File, you’ll likely experience errors - and we don’t want that!
Go ahead and create a copy of Example Excel File in your own Google Drive or download it on your computer and open it in Excel.
The easiest way to ensure the headers are correct is to copy and paste the columns from your spreadsheet to the Example Excel File you downloaded to your computer or copied to your Google Drive. Each column refers to a section in AMI that will be filled in with that information. Example: First Name will go in the First Name section of the profile.
If you are starting from scratch, download and save a copy of the Example Excel File and start filling it out with all your contact information.
If you are missing information for a contact, just leave the column empty - For example, see that we’re missing Customer Number for our contacts so we’ve left the column blank.
You must have one other piece of contact information beyond name for the data to be valid. Why? This way you can reach out to the customers or contacts you're uploading.
For Facebook handles and Instagram handles, be sure that they are properly formatted. For Facebook, that means that if your contact's profile URL is http://www.facebook.com/sellwithami, only type in "sellwithami" as their handle. For Instagram, if their handle is @sellwithami, only type in "sellwithami" in your CSV.
Converting from an Excel file to CSV
Once your file is prepped with exact headers, you may export that information to a CSV. How? Follow the steps below:
If your spreadsheet is in Excel:
- Navigate to the File menu.
- Select Save As.
- Click the dropdown menu for File Format.
- Choose Comma Separated Values (.csv).
If your spreadsheet is in Google Spreadsheets:
- Navigate to the File menu.
- Select Download As.
- Choose Comma Separated Values (.csv, current sheet).
Uploading your CSV to AMI
Now that your CSV is ready, go to my.ami.co and log in using your Sell with AMI username and password.
- Click Upload Contacts on the side navigation panel.
- On the drop-down menu for "What kind of contacts are you uploading?" select either Contacts or Downline/Team Members.
- If all contacts in your file are Team Members, you can choose to tag all as Team Members (with corresponding Downline Level). This help article has more info on Team Member uploads.
- If you leave the selection as 'Contacts', all contacts in your file will be tagged as either Customers or Customer Prospects depending on their last purchase information. You will always have the option to edit contact categories later individually.
- Click the button to Upload a CSV from your computer.
- Pick the CSV file from your computer.
- Click the Upload button to upload your file.
- The screen will change once the file is being uploaded and a new button will appear allowing you to upload another CSV. You can upload CSVs as many times as you want. AMI will always try to smartly merge contacts uploaded multiple times, as long as one piece of information aside from their name is similar to a previous upload.
- Feel free to step away from your computer! Or even close the window - don’t worry, your file will continue to upload. We’ll send you a mobile notification and an email letting you know when the upload is complete. The email will contain a link to a full report of your upload, including any errors during the upload process. You can also start searching for your uploaded contacts within five minutes in the app to see your latest contacts!
Your Upload Report Summary
Once the upload is complete, you will receive both a mobile notification (if enabled) and an email with a link to view a summary of your most recent file upload. This summary page will also include links to reports on past uploads (where available).
Clicking on View Report for a past upload will show you how many new updates were made, as well as any errors that occurred.
Errors will be outlined below the summary, with a general overview of errors with your file. Click over to the Details tab to view specific errors. Specific errors will be listed by row, and you can hover over any red text for more guidance on how to fix the error. For more details on common errors and how to fix them, take a look at these common CSV errors.
You can view your past uploads at any time by selecting the Upload History tab under Upload Contacts on the Desktop Portal. You can also see which files were uploaded as Contacts or Team Members.