Marty Miller 66 day challenge – Day 6

Brief Summary

In Day 6 of the challenge, Marty Miller tackles the heavy lifting of database migration: importing large lists of contacts from other systems (like Outlook, Google Contacts, or a previous CRM) using a CSV file. This is the “desktop” counterpart to the mobile import method shown in Day 4. The video provides a detailed walkthrough of the Import Wizard, emphasizing the importance of “scrubbing” your data before uploading it to ensure a clean, error-free transfer into Command.

Key Takeaways for Your Training Description

• The Command Template: Why you should strictly use the “Pre-made CSV Template” provided by Command rather than trying to upload your own raw spreadsheet. This ensures all your data (emails, phone numbers, addresses) lands in the correct fields automatically.

• Data Preparation: Best practices for copying and pasting data from your old export files into the Command template—specifically warning against changing column headers, which can break the import.

• Custom Fields & Tags: How to handle special data points (like “Gate Code” or “Kid’s Names”) by creating Custom Fields before you import the file, ensuring the data has a “home” when it arrives.

• Batch Sizing: A pro-tip on breaking massive databases into smaller files (e.g., 500 contacts at a time) to prevent system timeouts and make it easier to fix errors if they occur.

• Error Handling: How to access the “Command Import Log” (via the notification bell) to identify why specific contacts failed to upload so you can fix and re-upload just those few lines.