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Importing

September 1, 2020

Overview

Importing is the process where you can bring your existing client list into ClientTether.

To do this effectively, and save yourself a headache, you will need to follow the instructions on this page exactly.

You have to use our template in order for the import to work.

Topics

Downloading the Template
Entering Data on Template
Uploading Template
Import Queue

Downloading the Template

The very first step in importing is you have to download the template.

You will not be able to import if you do not use our template.

Go to “Contacts” on the main menu
Click any of the options on the drop down menu except “Archived”
Click on the top right of the screen, which will open a dialogue box.
Click
Close Dialogue Box

Entering Data on Template

Please follow these instructions carefully to ensure your data transitions smoothly into ClientTether. If this is your first time importing or you have any questions, please reach out to your success manager for support. Our team wants to ensure this process goes smoothly for you.

Also, before you begin a large import, we strongly recommend you import a couple of contacts (3-4) begin with to make sure you are following the process correctly. Once you have verified you have your data aligned correctly, you can then import the rest easily.

If there are any errors on the import sheet ClientTether will not accept any of the data to ensure we save you a lot of time trying to patch up an incomplete or spotty import.

This section will go over each tab available to you in the Import File.

Header File
Instructions Tab
State Abbreviations
Postal Code Format
Date Format
Action Plan IDs
Sales Cycle IDs
Lead Source IDs

Header File

This is where you enter the data to import into ClientTether.

DO NOT edit the Column headers on this sheet.

It is important to note for an import the only required information is a first and last name.

Also as you move your mouse of the sheet you will see pop ups giving you helpful hints on how to format information.

Before you enter anything on this sheet you NEED to read and be familiar with the Instructions Tab.

Instructions Tab

This provides step by step instructions for how to fill out out the Header File tab.

The instructions in the Instruction Tab are written for a more technical audience. The same information is included below, but adjusted for non-technical users.

Column Name	Description	Limitations
firstName	Contact’s first Name – REQUIRED	Can accept any combination of letters, numbers, symbols
lastName	Contact’s lat Name – REQUIRED	Can accept any combination of letters, numbers, symbols
phone	10 digit phone number. This is assumed to be a Cell phone.	Only accepts numbers. No formatting accepted.
smsok	If you have permission to text the contact use 1, if you do not user 0. This will default to 0 if no value is provided.	Only accepts 1 or 0
second_Phone	10 digit phone number.	Only accepts numbers. No formatting accepted. Please remove all +1 or ( ) or – or . characters.
email	Email Address for the contact. Must be unique for each contact.	Must be in proper email format. ___________@_____.___
address	Street address	Can accept any combination of letters, numbers, symbols
city	City	Can accept any combination of letters, numbers, symbols
state	US State or Canadian Province	2-Letter Abbreviation – Reference State Abbreviations Tab.
zip	Postal Code	US and CA Zip/Postal Codes: 5 Digit Zip 5-4 Digit Zip 5-4-2 Digit Zip A1A 1A1, where A is a letter and 1 is a digit, with a space separating the third and fourth characters
compName	Company Name	Can accept any combination of letters, numbers, symbols
tag	Comma separated list of tags. New tags will be created if needed	Can accept any combination of letters, numbers, symbols
job_title	Job Title	Can accept any combination of letters, numbers, symbols
external_id	ID used for Contact for integrated software with CT (NOT CT Client ID)	Can accept any combination of letters, numbers, symbols
deal_size	Deal Size	Whole Number – No Decimals accepted
age	Age- Not Birthday	Whole Number – No Decimals accepted
education	However, your company chooses to classify someone’s education	Can accept any combination of letters, numbers, symbols
gender	M for Male, F for Female	Only Accepts M or F
high_net_worth	High Net worth	Whole Number – No Decimals accepted
home_owner_status	Home Owner Status
household_income	House hold income	Whole Number – No Decimals accepted
Length_of_residence	Length of residence	Whole Number – No Decimals accepted
market_value	Market Value	Whole Number – No Decimals accepted
material_status	Material Status	Must be “Single”, “Married”, or “Divorced”
occupation	Occupation	Can accept any combination of letters, numbers, symbols
presence_of_children	Enter 1 for yes 0 for no	Only accepts 1 or 0
creation_date	Date Contact Created – if blank it will auto fill with the date of the import.	Must be in year month Day format YYYY-MM-DD
presence_of_pets	Enter 1 for yes 0 for no	Only accepts 1 or 0
anniversary_1	Date for an Anniversary	Must be in year month Day format YYYY-MM-DD
anniversary_2	Date for an Anniversary	Must be in year month Day format YYYY-MM-DD
facebook	Facebook Profile Link	Can accept any combination of letters, numbers, symbols
linkedin	Linked in Profile Link	Can accept any combination of letters, numbers, symbols
twitter	Twitter Handle	Can accept any combination of letters, numbers, symbols
action_plan_id	CT Action ID Number	Number copied from ClientTether
sales_cycle_id	CT Sales Cycle ID Number	Number copied from ClientTether
lead_source_id	CT Lead Source ID Number	Number copied from ClientTether
client_category	Not Available to All Accounts – Unless you have been told to use this leave blank.	Can accept any combination of letters, numbers, symbols
whiteboard	Notes that you want displayed on the contact’s Contact Profile Whiteboard.	Can accept any combination of letters, numbers, symbols
clients_date_last	Last date of importance to your company	Must be in year month Day format YYYY-MM-DD
clients_date_next	Next date of importance for your company	Must be in year month Day format YYYY-MM-DD
new_lead_notification	0-No notifications (Default) 1-Software Notifications 2-Email, Text, Software Notifications	Only accepts 0, 1, 2
contact_type	1-Client 2-Employee 3-Partner 4-Vendor 5- Other	Only accepts 1, 2, 3, 4, or 5
assigned_user_id	CT User ID for the assigned User	This is a set number please reach out to your CSM with request to get it.

State Abbreviations

This sheet provides the list of acceptable abbreviations for States within the US and for Provinces in Canada.