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
|Create your CSV file for merge import|
Create your CSV file for import
| Email (Work)
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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.
- 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)