1. From your Outlook contacts, select the File menu, select Open click on Import as shown below:
2. Select Export to a file and click on 'Next' as shown below:
5. Select a place on your computer to save the file (using Browse) and give it a name. For example: C:my documentschelsea contacts.CSV
6. Click Next, check the confirmation screen and click Finish.
We have several different templates for you to choose from which will be relevant depending on your business type (simply copy and paste the headings from one of these templates into your own spreadsheet so they are spelt the same way)
Please note: the order of the column headings does not matter and will not affect the data import. If you follow this correctly it will ensure that all of the data is imported into the correct place.
Find the column called Categories - here you will enter the tag group(s) that you want your contacts to have when imported into your account.
Any additional columns beyond the Website column will be treated as a Custom Field.
Please click here to see more information about importing contacts from a spreadsheet into your CRM account.