Whether you already have your contacts in a spreadsheet or other electronic format, or they are handwritten on notecards and scraps paper, the import spreadsheet template can help you quickly get organized so that you can begin managing your business in myBeeHyve!
DOWNLOAD THE SAMPLE SPREADSHEET TEMPLATE now to get started!
Not sure about all this spreadsheet stuff? Don't worry! If you prefer to add your contacts one-at-a-time, you can! Begin adding them directly into the myBeeHyve platform using the Add a Contact page.
Upload your Contact Spreadsheet
After adding contacts to your spreadsheet template, you can upload them into myBeeHyve.
- Go to the Contacts tab.
- Click the 'Upload' button in the top right corner of the screen
- Locate and select the saved file on your computer
- Click OK or Open
- A success message will be displayed, and your contacts will appear in the Contacts view
Helpful HINT: If you have a large list, you do not have to enter all of your contacts into the spreadsheet before uploading them to myBeeHyve. Many people choose to only upload 10 to 20 contacts at a time with the spreadsheet -- adding just those contacts they will be reaching out to each day or week. This is a great way to get started using myBeeHyve without spending lots of administrative time upfront, and still building your thriving business!
Template Field Reference Table
The contact spreadsheet template allows you to define characteristics about your prospects, customers and team members, such as name, email address, phone number, etc. When uploaded into myBeeHyve, this information is used to create Contacts and follow-up reminders in your Daily Task List.
|First Name||Required||The first name of your contact|
|Middle/Maiden Name||The middle or maiden name of your contact|
|Last Name||Required||The last name of your contact|
|The primary email address of your contact|
|Phone||The primary phone number of your contact|
|Date of Birth (DOB)||Your contacts birthday. Format mm/dd/yyyy|
|Contact Type||Select from a pre-defined list: Prospect, Customer, TeamMember|
Select from a pre-defined list based on Contact Type:
New, Occasional Buyer, Regular Buyer
|Business Prospect?||Is this person a business prospect? Yes/No|
|Rank||The relative importance of this contact. Select from a pre-defined list: Do Not Contact, Cold, Warm, Hot|
|Notes||Include any important notes about this contact, like favorite color or any special interests and hobbies.|
|Initial Contact Date||The first date on which you engaged this contact|
|Last Contact Date||The most recent date you contacted this person|
|Follow Up Date||The next date on which you would like to engage this contact. Leaving this blank will not set a followup date in the future.|
|# of Touch Points||Total number of times that you have contacted or spoken to this person|
|Shipping Address 1||The shipping address for your contact|
|Shipping Address 2||Additional shipping address information such as Apt or Suite|
|Shipping City||The city used for shipments|
|Shipping State/Province||The state or province used for shipments|
|Shipping Postal Code||The postal code used for shipments|
|Shipping Country||The country used for shipments|
|Billing Address 1||The billing address for your contact|
|Billing Address 2||Additional billing address information such as Apt or Suite|
|Billing City||The city used for billing statements|
|Billing State/Province||The state or province used for billing statements|
|Billing Postal Code||The postal code used for billing statements|
|Billing Country||The country used for billing statements|
|History 1||Enter notes about previous conversations, purchase history, or details to remember about this contact.|
|History 2||Additional information...|
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