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IMPORTS AND FORWARDING LEADS

To import your existing contacts into Total Expert, please follow the instructions below:
1. Export your contacts from your existing service(s).

2. Use the valid column headers below to organize the sheet for import using a program like Microsoft Excel.
3. Save your import sheet as a .CSV file using Microsoft Excel or a similar program.
4. Double check your data. Total Expert is not responsible for any formatting errors within your CSV -- We will
import as many of the contacts as we can. It is important to double check your file for any formatting errors
or any data fields that may be entered incorrectly.
5. Send us the sheet to import by emailing it to support@totalexpertinc.com (Note: Your organization might
have an alternate place to send contact imports, such as an internal marketing team). Please specify if you
want the contacts put into groups when imported.

In order to ensure this process goes as smoothly as possible, please use the following instructions when
submitting your CSV:

Total Expert will recognize only the column headings listed when importing contacts.
If first and last name are combined into one column in the export, please separate the columns into First
Name and Last Name columns.
Any other columns left in the sheet that are not listed above will still be imported, but as one General Note in
each contact record.

Try to remove as much useless information as possible from the spreadsheet before attaching it to your
request. This will result in cleaner records and fewer errors when we import your contacts.

When your spreadsheet is ready, please email it to support@totalexpertinc.com. We strive to have them
imported within 1 business day when possible.

TOTAL EXPERT CONTACT FIELDS (COLUMN HEADINGS)

title employer address 2 spouse state
name employer city spouse zipcode
first name employer state spouse employer

last name employer zip referred to
email spouse title referred by
home phone spouse name list date
cell phone spouse first name close date
office phone spouse last name creation date
address spouse email last contacted
address 2 spouse home phone birthday
city spouse cell phone spouse birthday
state spouse office phone anniversary
zip spouse address source
employer spouse address 2 lead type
employer address spouse city classification

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