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 puts the Home and Work contacts in the correct places  - either inside the Home tab of a contacts record or the Work tab (as shown below).


Without the preferred location field added it would default to adding all contacts into the Work section as shown below:


2. Please see the screenshot below which show the Preferred Location added to the import template.



3. Please click below to use our Data Import templates where you can choose between:


Business2Business

Business2Consumer

Both B2B and B2C data import templates.


If you have any questions please contact our Support Helpdesk.