Importing contacts from a .CSV file

  1. Go to gear icon > Import and Export (see A).
  2. On the Import and Export page, go to Import from file section and click on Contacts icon (see B).
  3. Once on Import contacts from csv file > Step 1. Upload page:
    • Click on the Select file button (see C) to choose csv file you wish to import. For more information on how to prepare an import csv file, click here.
    • Select your preferred csv. file format (column separator), comma (default) or ; semicolon (see D).
    • Click Upload  & Next (see E).
  4. In Step 2 match fields from your uploaded spreadsheet with OnePageCRM database and click Next . If you used our sample sheet fields will be matched automatically.
  5. Set your preferences (see F) to all imported contacts in Step 3: Preferences (Optional) and click Next (see G):
    • Select Contact owner 
    • Set Status
    • Apply tags
    • Apply a Next Action and date
  6. In Step 4: Import, details of the import are displayed. Click Import now (see H) to initiate upload. 
  7. Once import is successful, a message "Success! Your import has been queued. You will be emailed when it is completed. Go back to the Import/Export Page to see its progress." will appear. Also you will receive "Your import of Contacts from CSV file is ready" email sent to your email address.
  8. Done!
  9. NOTES
    • If your .csv already contains Next Action text and date for selected contacts, using the preferences for Next Action text and date will only populate contact records with empty Next Action text and date fields.
    • Maximum file size allowed for import is 128 MB. If your file is larger then you'll need to split it into smaller files.
    • The default column separator for csv file is the , (comma) character. 
    • To cancel an import within 24 hours from the initiation, go to gear icon > Import & Export > scroll down to Import / Export history section and click Cancel import.

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