Uploading Contacts via Spreadsheet

The contact import enables you to create and enhance your Levitate contacts in bulk. This article overviews the key concepts and steps to build out your Levitate contacts. The import supports CSV, XLS, XLSX file-types.

How does the Contact Uploader work?

Craft your client spreadsheet where each row represents a particular client, starting with their email address. Fill the cells to the right of the email address with the information you wish to populate in Levitate.

Example:

Import the spreadsheet and select the Levitate field that aligns with each column

See below for a step-by-step walk-through.

What information can be included?

Below is a list of headers that you can use to categorize your columns. (*required fields)

The Basics

E-mail Address
First Name*
Last Name*
Birthday
Tags
Key Facts

*A First Name and Last Name must be included in order for the spreadsheet to upload

Removing Information via Spreadsheet

Remove Tag— this will remove the listed tag from the contact
Company Remove Tags— this will remove the listed tag from the company

Phone Numbers

Phone Number
Home Phone
Mobile Phone— we will prioritize trying to text number listed as 'Mobile,' but if not available, we'll try through other numbers
Work Phone
Other Phone
Fax

Company Level Info

Company
Company City
Company Country
Company Identifier
Company Key Facts
Company LinkedIn URL
Company Phone (Mobile)
Company Phone (Other)
Company Phone (Work)
Company Postal Code
Company State/Province
Company Street Address
Company Street Address 2
Company Tags
Company Time Zone
Company Vertical
Company WebSite

More contact information

Job Title— helpful with multiple contacts under one company umbrella
Levitate Note— can add a note en masse to a contact profile, or one by one. Can also be used when importing notes from another CRM.
Website

Addresses, handwritten cards, and households

Street Address
Street Address 2— only one street address can be listed per contact, Street Address 2 servers the purpose of Apt. #, et. al.
Address Name (for Handwritten Cards)— want to put a different name or salutation on a Handwritten Card envelope? Use this field to add that!
City
Postal Code
State/Province
Country
Household Identifier— a household consists of two contacts, this identifier can be anything! As long as the two contacts have a matching identifier (i.e. Smith Family 2, or 123456) they will be paired under a household.
Household Relationship— both of the members of the household will need to be identified with Spouse, Partner, Husband, Wife, Head, or Head of Household
Remove Household— this will essentially remove the 'Household Identifier' from the contacts and dissolve the household connection
Home City
Home Country/Region
Home Postal Code
Home State
Home Street
Home Street 2

Advanced Options

Additional ID— this will allow for contacts that have the same email address to not be automatically merged in Levitate, both contacts must have this Additional ID for this to work
Bio— anything can be added here, and the information can be used as a {{merge field}} when sending out messages
CreatorID— can be used to overwrite or assign who 'created' the contact
LevitateID— this is a specific ID generated by Levitate
OwnerID— can be used to overwrite or assign who 'owns' the contact
Display Name

Second Contacts

Second Contact First Name
Second Contact Last Name
Second Contact Birthday— if creating a second contact, they must share the same email address with the primary contact, and in order for both birthdays to send correctly, all information must be included via spreadsheet import.

Reviews, renewals + policy identification, and other important dates

Annual Review
Renewal— renewal is a key fact and can be seen through the renewal dashboard card and used to set up renewal date based automations
Policy
Policy Carrier
Closing Anniversary

Expert tips

E-mail addresses make life easier.

Levitate looks at the e-mail address when creating a new contact. This prevents contact duplication and ensures the contact’s profile in Levitate is populated with the correct information.

There are two ways to add tags in your spreadsheet.

You may have one column dedicated to all tags. Each client’s row would have one cell with all of their tags separated by a comma.

2. You may choose to have multiple columns dedicated to a unique tag. Each client’s row would have multiple cells with one tag per cell.

Step-by-step walk-through

Click the Contacts link on the left-hand panel.
Click the dropdown button beside New Contact and select Import from File.

Choose to either (1) make your contacts visible to all employees or (2) keep your contacts visible only to yourself.

Enter a Preferred Tag that will be applied to each contact that is imported.
Click browse your files in blue and select your spreadsheet.
Click the blue Next button.

Choose the appropriate header in the dropdown above each column and click Import.