Support

Data Importing 16

• Data Import Video Guide
• How to import data from an Excel Spreadsheet?
• Where do I put in my tags on the data import template?
• See how you can set Tags as you import data
• How do I enter more than 1 tag group on my data import template?

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Data Exporting 18

• How to export your contacts
• Can I export out a Tag group?
• Do I choose windows 1252 or UFT-8 option to import or export out data with excel spreadsheets?
• Can I export out more than one tag group of contacts at a time?
• Can I export out contacts to view date contact was created or last updated?

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Customise your Data Export Template 2

• Can I change or customise my data export template and pull out specific columns only?
• Can I change the data export template layout just for a user, but the rest of the team have the full data export template layout to use?

Data Importing and Exporting Issues 20

• I imported data using the correct column headings but it did not import the contacts into my CRM database, why?
• Error message pop up box saying ‘Warning’ when trying to import data, why?
• Why are telephone/mobile numbers displayed differently?
• The zero is missing at the front of the telephone/mobile numbers on my Excel sheet how can I fix this before I import my data?
• I have imported my data but phone numbers, email addresses and address are not shown on the business card!

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Importing and Exporting Custom Fields 10

• Can I import Custom Field headings and information without having set up Custom Fields inside my CRM account?
• How to populate Custom Fields on an Excel sheet to then import and automatically update?
• How to populate Custom Field ROWS with data when importing data from an Excel spreadsheet?
• Can I upload Custom Field data into rows with drop down menus, date and text fields?
• How to populate Custom Field drop down options on an Excel spreadsheet for importing?

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Merge Data on Import to Avoid Duplicate Contacts 3

• If I import contacts into my account will the system automatically dedupe contacts for me?
• What criteria is used when deciding to merge duplicate contacts on a data import?
• Can I turn off the merge import feature to create duplicate contacts?

Data Import from Microsoft Outlook 2

• How to Import Data from Outlook Contacts
• How to export contacts from Outlook into a CSV file for importing into my CRM account

Data Cleansing 4

• Data Cleansing - Guidance for Re-Importing Existing Data
• How do I upload new data into existing contacts?
• If I re-import the same data with new tags will it merge them with the existing ones?
• If I re-import data with new tags will it over-write the exiting tags applied to my contacts?

Importing Contact Notes 1

• How can I add the same note to more than one contact at a time in bulk?