Step 1:Upload a file to import
If you're using projects, make sure you've selected the project that you want to import your records into.
Click 'Import' on either the 'Link Partner' or 'Links' tabs.
Next: Select a CSV file you wish to upload to BuzzStream. Make sure the first row of the file has the column headers for your data.
"Auto-Update Existing Contacts" compares your upload to the existing records in your BuzzStream account. If selected, any existing records will be updated. If not selected, potential duplicate records will be skipped in the import.
Step 2: Match your data with the fields in BuzzStream
BuzzStream makes it easy to get your data imported by allowing you to match the BuzzStream field with the field in your spreadsheet. BuzzStream field pull downs are displayed to the left. Your Import file column headers and the data from the first row is listed to the right. If the column headers match the BuzzStream field names, the import tool process automatically matches them for you.
If the field names do not match the BuzzStream Field, BuzzStream automatically chooses "Skip It" by default. To change this, select the field you want from the pulldown menu.
Once you have all you all you fields matched, complete the import process by selecting "Import these contacts".
BuzzStream acknowledges the import process is in progress and will email you when it's completed. Click done to finish.
Import completed email and results - BuzzStream sends an email to the registered email address for your BuzzStream account. The email summarizes the import process, detailing the exact number of records added for Link Partners and Links. Additionally if you are importing or updating data for existing records, the email summarizes the actions taken for each existing record in your BuzzStream account.