How to create an import csv file?

You can import a list of your contacts into OnePageCRM using a .csv file format in two ways. 

In this article:
Import contacts using OnePageCRM sample csv file
Create your own import CSV file

Import contacts using OnePageCRM sample csv file

1
Go to gear icon   Import and Export.

2
On the Import and Export page, go to Import from file section and click on Contacts icon.

3
On Import contacts from CSV file page, download the sample import file import_example.csv from the right side info panel.
4
In the worksheet editor of your choice (MS Excel, LibreOffice) → populate this CSV file with your contact details.
5
Once ready make sure to delete the instructions notes from the sample import file. 
6
Save your file as .CSV file (Go to File → Save as → open Save as type drop-down → select CSV (comma delimited) (*.csv) → Name the file → Save)
7
Return to your OnePageCRM account → select your saved file → click Upload and Next to initiate the import process (for more details click here).

Create your own import CSV file

1
If you wish to import your own CSV file, we advise you to use the following headings to facilitate auto-matching of columns during import:

Title

First name

Last name

Job title
Background

Organization

Country

Website
Status

Phone (Work)

Phone (Home)

Phone (Mobile) 
Email (Work) 

Email (Home) 

Address

Zip
City

State

Tags

Next Action text
Next Action date

Lead source

Custom fields

Notes
2
Once you've gathered the details and created your file, save as a CSV file. 
3
In your OnePageCRM account → select your saved file → click Upload and Next to initiate the import process (for more details click here).

IMPORTING TIPS
  • Last name or Organization name is the only required field for a contact to be imported. Other fields are optional.
  • To link multiple contacts from one organization, use identical Organization name for these contacts.
  • If you are using just one field for Name please split into First name and Last name.
  • For a clean import data split Address into separate cells:
    • Address (Street)
    • Zip
    • City
    • State
    • Country

Still need help? Contact Us Contact Us