Manual Contact Upload With CSV

  • CONTACTID:  //REQUIRED Unique ContactID from the source Contact system (ActiveCampaign, MailChimp, etc.) 
  • CREATEDATE:  //REQUIRED Date & Time the Lead/Contact was created (Correct formatting example: "9/26/2016 20:15")
    • Using a date and time like this "4-10-17 0:00" will not work.
    • The "20:15" number reflects the time the contact was created in your CRM, in a 24 hour time format.
    • You are welcome to use the 24 hour formatting (20:15 for example) or 12 hour time formatting (8:15PM for example)
    • An example of a correctly formatted CREATEDATE field would be: "9/29/2016 8:15PM"
  • TIMEZONE: //REQUIRED Timezone of Create Date/Time (EST Timezone="UTC-5", CST Timezone="UTC-6", UTC Timezone="UTC-0", etc)
  • EMAIL: //REQUIRED Email address of the Lead/Contact
  • FIRST NAME: First name of the Lead/Contact
  • LAST NAME: Last name of the Lead/Contact
  • STATE:  State of Lead/Contact
  • COUNTRY:  Country of the Lead/Contact
  • CRM SYSTEM:  //REQUIRED a reference field of the source system that the contact was added to.  This can be any value and does not affect how Wicked Reports processes Leads/Contacts
  • PHONE: Phone of the Lead/Contact
  • Upload New Contacts:  You can drag and drop (or select) the .csv contacts file you want to upload
  • Upload Attempt History:  You can see all the upload attempts you've made (successful and failed)

 

 

  • Each contact must have an ContactID
  • Each contact must have an Email Address
  • Each contact must have a valid Date/Time of the Contact Creation
  • Each contact must use a valid Timezone
  • Each contact must have s Contact Source

Here is another example of an error. All fields are REQUIRED.