Import Contacts

In this section, we will import the files that we have corrected in the previous section.

Navigation #

STEP # 01 #

Go to your site’s main menu and under Tools click on Finance & CRM Imports.

Downloading Sample File #

STEP # 02 #

Click on Download Sample CSV.

Importing File #

STEP # 03 #

This is where you import your Contact and Company CSV files.

1. Select Type –> Choose Contact or Company from the options that you want to import.
2. Choose CSV File from your computer that you want to import.
3. Select Contact Owner from the list. (Required)
4. Select Contact Group from the list. It is not selected by default instead your name is selected. (Required)