Can we import/export contacts?

Created by Edward Langer, Modified on Fri, 5 Sep at 2:24 PM by Edward Langer

Yes, you can both import and export contacts easily within the Heavy Duty Advertising (HDA) platform. This functionality is built for flexibility and control, ensuring your client data is always accessible and portable. Whether you’re migrating from another system or backing up your records, the platform supports spreadsheet-based CSV file uploads—complete with custom fields and tags—and allows you to export your full contact list with a single click.


The import process maps fields automatically to your custom setup, including names, contact info, lead statuses, and tags like “fleet,” “mobile service,” or “high-ticket.” Any data that doesn’t have a direct match can be adjusted manually, and you can preview the results before finalizing. This streamlines onboarding, reduces errors, and lets you maintain your existing segmentation without redundant work.


On the export side, you control what comes out: full exports, filtered lists, or segmented exports based on tag or stage in your pipeline. This makes it painless to sync or move data into your accounting system, email tool, or analytics software. At any point, even if you exit the platform, you retain complete access to your records.


Importing and exporting isn’t just for rare use—it’s part of your toolbox. You can re-import data to update information, merge contacts, or trigger reactivation campaigns. It’s all under your control. And when you’re transitioning or consolidating systems, this ease of migration prevents downtime or data loss.


In short, HDA treats your contact data as your asset—portable, secure, and fully under your ownership.

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