How to create an import CSV file
You can create a CSV file to import your contacts into OnePageCRM in two ways.
|In this article:
|Create your CSV file for import file
|Create your CSV file for merge import
|Tips for importing contacts
Create your CSV file for import
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Note: For any columns in your CSV file that OnePageCRM does not have as default fields, you must create Custom Fields in OnePageCRM before importing.
Create your CSV file for import merge
The merge import feature requires the OnePageCRM IDs for the contacts you're trying to merge. The contact IDs allow the system to match the contacts in your file to the contact in your OnePageCRM account, and thus once the contacts are matched the merge import feature will update the contact in OnePageCRM with the new information in the file you're importing. Follow the steps below to prepare your file to be merged.
Top tips for importing contacts to OnePageCRM
- Address (Street)