Creating Email and SMS Templates in TheraSaaS

Before starting the import process, check this list:

• 1Navigate to the Contacts tab
  From the left side menu, go to Contacts and click the Import Contacts button.
• 2Select what to import

  Selection	Result
  Opportunities (both selected)	Contacts are also added as an opportunity
  Contacts	Contacts only show up in the Contacts tab

  Note

  Your CSV must include Opportunity-related columns (e.g., Pipeline, Stage, Status, Opportunity Name) for that data to be created correctly. You can leave fields unmapped if they're not needed.

• 3Upload your CSV file
  After selecting where to import, click Next, then upload your CSV file and select the correct import type, depending on whether you're adding new contacts or updating existing ones.

  Note

  When updating contacts, TheraSaaS checks for existing records in this order. This matching order ensures accurate updates and avoids duplicates.

  Contact ID→Email→Phone
• 4Map columns to fields
  Make sure each column in your file is mapped to the corresponding field in the system. A few things to note:

  • Checking the "Don't update Empty Values" checkbox means a field won't be updated when the imported file has an empty value but the field already has a value for the opportunity.
  • If you decide not to import a certain field, keep it unmapped and check the box at the bottom to proceed: "Don't import data in (1) unmapped columns."
  • If Contacts and Opportunities are on the same line in the CSV, they are automatically mapped to each other.
  • If you're adding them as an Opportunity as well, map accordingly: use the Opportunity object to add them to the opportunity card, and the Contact object to add them to the contact profile.
• 5Verify, confirm, and finalize
  Finalize the setup by reviewing your preferences, checking field mappings, and confirming consent before starting the import. This final step ensures contacts are correctly tagged, sorted, and added to workflows, with your data fully verified.

  Preferences: optional actions before import

  • Create a Smart List for new contacts
  • Add imported contacts to a workflow
  • Tag imported contacts for easy segmentation

  Review your field mapping

  • Make sure all mandatory fields are correctly mapped
  • Confirm that custom fields are assigned as intended