If you have your prospects in a CSV file you can import them into your Point2 account. Follow the instructions below to import your prospects from a CSV file:
- From the program your prospects are currently stored in, create a CSV file.
- Important: Ensure the header fields in your CSV file are compatible with Point2. Compatible header titles are below these instructions.
- Save the CSV file to your computer
- Sign in to your Point2 account at login.point2.com
- Click Prospects from the top menu
- Click Import Prospects
- Click Add File and browse your computer for your saved file
- If you want to import them directly to a prospect group you have created choose a group, if not leave none selected
- Click Import
Compatible Header Titles
- Compatible headings for Address: Home Street, Home Address, address, Business Street, street, Business Address
- Compatible headings for Cell: Mobile Phone, Cell Phone
- Compatible headings for City: Home City, city, Business City
- Compatible headings for Country: Home Country, Home Country/Region, country, Business Country
- Compatible headings for Email: E-mail Address, E-mail 2 Address, E-mail 3 Address, email, email address, Email Address, E-mail
- Compatible headings for Fax: Home Fax, fax
- Compatible headings for First Name: First Name, primary firstname
- Compatible headings for Last Name: Last Name, primary lastname
- Compatible headings for Phone: Work Phone, Home Phone, primary phone
- Compatible headings for Postal/Zip Code: Home Postal Code, zip, home zip, Postal Code, Business Postal Code
- Compatible headings for State/Prov: Home State, State, State Code, province/state, Business State