CSV Upload Contacts & Create Linked Company Record

Quickly upload a list of contacts and de-duplicate using custom criteria such as email, phone, a custom field – and create a corresponding company record (optional).

  1. Select “Upload/Update Contacts” as the upload type inside FusedTools.

  2. Upload your CSV file

  3. Match your files fields to your Infusionsoft fields.

  4. Select whether you want to “Create & Update Contacts” or “Create Only”.

  5. Select which fields we should use to match contacts

  6. Decide whether you want us to create companies or not

  7. Select any tags you want to apply

  8. Click GO

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A FusedTools Membership Gives You Acess To ALL These Tools As Well

Get Instant Access Now – And Try It For FREE!

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Pricing

 
Task Allowance
CSV File Limit
Document Sending
Xero Tools
Geo Tools
 

Basic

150 / Month
500 Records / Day
50 / Month
  • Duplicate Order As Xero Invoice
  • Xero Invoice Creator
$50/month

Power User

500 / Month
1000 Records / Day
500 / Month
  • Duplicate Order As Xero Invoice
  • Xero Invoice Creator
  • Xero Invoice Sync
$90/month

Agency

1500 / Month
2500 Records / Day
1500 / Month
  • Duplicate Order As Xero Invoice
  • Xero Invoice Creator
  • Xero Invoice Sync
$150/month
Free Plan
50 Tasks / Month - 100 CSV Records / Day - 10 Documents / Month
(Geo & Xero Tools Not Included)

Get Instant Access Now – And Try It For FREE!

Try FusedTools Now - FREE

No Credit Card Required