Importing into lists
Video coming soon
Importing into lists
Import straight into a list when your spreadsheet is a working set, not a database.
What you will learn
Object import vs. list import
When to import into the object itself and when to import into a list — a conference lead sheet belongs in a list, your full customer base does not.
Membership plus list attributes
How an import adds records to the list and fills list-only fields like stage or source in the same pass.
Re-importing an updated sheet
Uploading a newer version of the same spreadsheet to update the list in place, without touching records outside it.