Top tips for importing contacts to OnePageCRM
- If you have both First name and Last name in one column, you can easily separate them into two. For more details on this click here.
- For any columns in your .CSV file that OnePageCRM does not have as default fields, you must create custom fields in OnePageCRM prior to importing.
Please note that if you merge contacts on import, you will not have the option to undo the merged import, so be very careful before merging! For more information on merging contacts on import see here.
- If you used our import sample file, the fields will be matched automatically.
- It's not possible to map a single field type to multiple columns in your file