How to import contacts with credit card information

You may have a hard time importing credit card data in to Infusionsoft if you get it from and it is a protected workbook.

Here is how to unprotect the workbook so that Infusionsoft can read it:

Also, when you save your data as a .CSV, don’t open it again in excel, lest it remove the 16th digit from your credit card numbers. Just import it without opening the file. If you need to open it, open it as a text file.