First, go to Account > Import/Export
Download the Brivity Template .CSV file (optional), or select Start New Import:
Select the CSV file that you'd like to import into Brivity, then select Next:
Brivity's new, intuitive Import process allows for easier Imports by automatically filling in the appropriate fields from your existing .CSV file. If all the fields match, you will select Next.
If not all of the fields match, it notifies you in Unmatched Fields. Brivity will show the fields that do not match, and ask you to select which corresponding field Brivity offers for you to add it to.
*If you do not want this information imported into Brivity, you may select Ignore All Unmatched Fields.
Step 3 is your Preview prior to the import. If everything is correct, select Next:
Your import will automatically begin, and a status bar appears to let you know where in the process you are for the import. When your import has completed, you are notified via email and in the status bar.
If there are contacts that are not able to be uploaded, you will receive an error file via email that contains the reasons the import was not successful.
If you have any questions or need additional assistance, our Support team would love to help! Please reach out to us by emailing Support@brivity.com, using the Chat feature located in the bottom right hand corner of your CRM, or by calling us at 855-427-4848. We'd love to hear from you!