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Importing Contacts

The Customer Relationship Manager has an Import Wizard that you can use to import contact data from Microsoft Excel. In order for the process to work correctly, the data must be saved as either a .csv, .xls, or .xlsx file. To import your data into the Customer Relationship Manager, follow these simple steps:

Step 1: Click on “Import Contacts” on the top of the menu in the CRM.

Step 2: Select “Browse” and click on the file that you want to import. Remember that only .csv, .xls, and .xlsx files are supported. Make sure your data is separated into respective columns, i.e., first name, last name, street address, city, state, zip. Also make sure to properly title each column in order to easily match in the next step.

Note: Special characters in your spreadsheet can cause issues importing; scrub your data before importing.

Step 3: Select “Other” file type and click on “Next.”

Step 4: On the left, you will see the available data columns within the CRM. If you have that corresponding data in your spreadsheet, select the drop-down source column to match with the CRM column. If not, simply skip it. If you have a source column that does not correspond with a CRM column, match it with the “User Defined” columns. You can match up to six user defined fields. You can rename the fields after you import under the “Administration” tab.

Step 5: Next, select the “Contact Type.” The “Source” type is optional. If you wish to include these contacts in a group, select the group that you wish to add the contacts to and click “Next.”

Step 6: Click “Start Import” to begin the import process.

Updated on March 26, 2019

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