Upload exports from your CRM, spreadsheet or previous system. MPM organises the records, sets aside anything that needs a second look, and adds the rest to your workspace.
Up to 8 MB per file, and up to 10 files at once. The first row should be your column headings.
MPM recognises the common exports on its own. Set this only if your file came from a system it did not identify.
MPM matched everything it recognised. These are the ones it could not place — tell it what they represent, or leave them out.
| Their column | Sample value | → Maps to MPM field |
|---|
A sample of your records after MPM tidied dates, phone numbers and stages. Check they look right before you add them.
How should MPM treat these contacts? This sets the starting point for every record in this import — you can change any of them afterwards.
If you are unsure, leave it on Not confirmed. Nothing is lost — the records are imported either way.
MPM checks every record, sets aside anything that needs your attention, and adds the rest to your book. Your original files are preserved first, and nothing is written unless the counts add up.
This changes the counts you see above. Records already in your book are not written again either way — the import checks every row against your book before writing and reports the repeats. Nothing is lost: the original file is preserved first, and every skipped row is counted.