QuickStart Importing your Contacts

📋 Video Summary:

This video provides a step-by-step overview of how to import contacts into your PhoneBurner account. Since you can’t call anyone without contacts, importing your data is a critical first step. Here's how it works:

1. Start the Import:

   • From the Contact Manager, click the Import button.

   • Drag and drop your file or browse your computer to upload it.

2. Map Fields:

   • PhoneBurner will attempt to automatically match your file’s columns to contact fields (e.g., “Character First” to First Name).

   • You can adjust mappings or mark fields as “Do Not Import.”

   • If needed, you can create custom fields on the fly, choosing the appropriate data type (text, date, checkbox, etc.).

3. Organize Your Data:

   • Choose a folder for the contacts (either existing or new).

   • Optionally tag the contacts or assign them to a saved search.

   • Set a lead source to track contact origin—a best practice for performance tracking.

   • Choose duplicate handling options (skip or update existing records).

   • Optionally scrub against your PhoneBurner DNC list.

4. Preview & Import:

   • Review your import details.

   • Click “Yes, Please Import” to begin.

   • Once complete, you’ll see a confirmation (e.g., “88 new contacts created”) and can view the imported list directly in the Contact Manager.

The video encourages users to go ahead and import their first file to get started using PhoneBurner effectively.

🏷️ Tags:
contact import, PhoneBurner tutorial, data mapping, custom fields, lead source tracking, duplicate management, DNC list, CRM setup, contact organization, contact manager

🧹 Cleaned-Up Transcript:

One of the most important things to understand in PhoneBurner is how to import your contacts. Because if your data isn’t in PhoneBurner—who are you going to call? (Certainly not Ghostbusters, right?)

In this video, I’ll give you a quick overview of how to import contacts into PhoneBurner.

Step 1: Start Your Import

Once you're logged into your PhoneBurner account, go to the Contact Manager and click the Import button in the upper-left corner.

You can either drag a file from your computer or click “Browse Your Files” to find the one you want to import.

Step 2: Map Your Data

After selecting your file, you'll move to step two: mapping your data. This is where you match the columns from your file to the fields in PhoneBurner.

Often, PhoneBurner will automatically map fields correctly (e.g., “Character First” becomes “First Name”). You can preview the data for each field and make adjustments as needed.
If there’s data you don’t want to import, just mark that field as “Do Not Import.”

Need a field that doesn’t exist? No problem—you can create a custom field on the fly and choose its type:

• Text

• Checkbox

• Date ...whatever fits your data.

Step 3: Organize Your Contacts

Next, choose how to organize your data:

• Pick a folder (either existing or create a new one)

• Optionally tag contacts or associate them with a saved search

• Set a Lead Source—this is strongly recommended so you can track contact effectiveness

You’ll also see options to:

• Scrub for duplicates (by email or phone number)

  • Skip duplicates or update existing records

• Scrub against your PhoneBurner DNC list

Step 4: Preview & Import

Click Next to preview your import (excluding custom fields), then confirm by clicking “Yes, Please Import.”

PhoneBurner will begin processing your file. Once done, you’ll see a confirmation message (e.g., “88 new contacts created”) and can click View Imported Contacts to see your new list in the Contact Manager.

That’s your quick overview of how to import contacts into PhoneBurner.

Now it’s your turn—take a moment to import your first file, then mark this step as complete and move on to the next one. Happy dialing!