Data Importing
All about uploading and downloading your contact data
We have created a short video guide for you to see how easy it is to import your contacts from Excel into your CRM account Please click here to watch t...
Mon, 30 Nov, 2020 at 12:04 AM
Step-by-Step Guide on How to import contacts from an Excel Spreadsheet Importing Data into your CRM is easy, please click here to watch our short v...
Mon, 19 Jun, 2023 at 11:52 PM
Where to add Tag Groups on the Data Import Template? When importing contacts into your CRM account you must use one of our data import templates as sh...
Mon, 19 Jun, 2023 at 11:56 PM
1. When you import data into your account you can either set your tags up in the Categories column heading on the Excel import template or you can tag your ...
Mon, 30 Nov, 2020 at 12:10 AM
Whichever data import template you use you will see a column heading called Categories as shown below in the screenshot: This column called Cate...
Mon, 30 Nov, 2020 at 12:10 AM
When importing contacts into your CRM account you can set a Preferred Location field to add to the data import template. 1. The Preferred Location field ...
Mon, 30 Nov, 2020 at 12:12 AM
Why do I need to split out First Name and Last Name in my data import sheet? It is important to ensure that the First Name and Last Name get populated into...
Mon, 30 Nov, 2020 at 12:13 AM
It is possible to apply an image to your contacts in bulk on the data import template which when the data is imported into your account it automatically add...
Mon, 30 Nov, 2020 at 12:40 AM
If you want to add in more than 1 email address on your data import template to update your contacts just add a comma (,) between each email address as show...
Mon, 30 Nov, 2020 at 12:41 AM
Step-by-Step Guide on How to import contacts from an Excel Spreadsheet Importing Data into your account is easy. Simply use our import templates as a...
Mon, 30 Nov, 2020 at 12:41 AM