It's easy to add records to ListCRM from any source. Follow the steps below to get started.

Before you Get Started

1. Make sure you have an account on ListShack or ListCRM.
2. Make sure you have the records that you want to add to the ListCRM saved as a CSV file. CSV files can be created from any Microsoft Excel file or any other spreadsheet program. The first row in the CSV should be a header row with the names of your columns.

Adding records to ListCRM

1. Create or open a list on ListCRM.
2. Click the "Upload" button
3. Drag and drop your CSV file into the modal or click to select it from your computer.
4. Confirm that you have the correct file
5. Map the columns for Name, Address, Phone, or Email by click the (+) plus button if your file has headers for these fields. The select the column header that corresponds to the Name, Address, Phone, or Email fields.
6. Confirm that you've mapped the columns correctly and click "Continue" to begin the import.
7. It will take a few moments for the records to be imported and for them to be displayed in ListCRM. The larger the list that you upload the longer it will take for the page to refresh displaying your records in the CRM.

Once you've added records to ListCRM it's easy to manage them just like any other list or record in the CRM.