How to import contacts into OnePageCRM
There are several ways to import contacts into OnePageCRM:
- you can import multiple contacts from Google Contacts,
- you can transfer your contacts from Highrise CRM using our direct Highrise import tool,
- or you can import multiple new contacts, as well as merge data from a CSV file into your existing CRM contacts.
In this article, you will learn how to import contacts from a CSV file (comma-separated value file format). For more information on creating a CSV import file see here.
In this article: | |
Import Contacts | Merge Import |
Import Contacts from the same Organization | Undo Import |
Tips for importing contacts |
Import Contacts
You can import the following fields: First name, Last name, Job title, Organization, Status, Phone (Work), Phone (Mobile), Phone (Home), Email (Work), Email (Home), Contact and Organization Address, Zip, City, State, Country, Website, Background, Tags, Next Action text, Next Action date, Lead source, Notes, along with any Custom Fields you've created.
Note: In order to import a contact, either the Last Name or the Organization Name is required.
- , (comma)
- ; (semicolon)
Notes:
- If you use 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.
Notes:
- All contacts in OnePageCRM require a status. During the import, you will need to choose a default status.
- In case you have contacts with different statuses, we suggest importing them in batches by status.
Notes:
- Download the import example file and populate the cells with your contacts' details if you don’t have an existing CSV file with your contacts' data or if you’re unsure of what fields you can import.
- If you have more than one email address, phone number, URL, or address, you can add the extra data in another column in your file. Then when you're mapping the extra columns to the fields, you'll have the option to select the extra fields in the CRM. For example, if you have two email addresses for one contact, your file will need to have two different columns that will be mapped to Email 1 or Email 2.
- You have the option to import URLs for websites, blogs, Twitter, Linkedin, Xing, Facebook, and Instagram. If you have multiple URLs, you'll need to add a column for each type of URL and map the fields accordingly.
- The Next Action text and date you entered under Preferences will only be added to contact records with empty Next Action text and date fields in your .csv file.
- You must create Custom Fields in OnePageCRM before doing your import.
- The maximum file size allowed for .csv import is 128 MB / 9999 rows. If your file is larger, you'll need to split it into smaller files.
- The default column separator for a .csv file is the, (comma) character.
- To cancel an import within 24 hours of initiation see the Undo import section.
Merge Import
This option allows you to update your existing contacts using the Merge Import feature. If you have an export file from OnePageCRM containing updated contact information, you can merge the contacts during the import process. This means that the contact information in OnePageCRM will be automatically updated using the new updated information in the file that you're importing. For more information on preparing your CSV import file for merging contacts see here.
- , (comma)
- ; (semicolon)
Notes:
- If you use 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.
You have three options:
Notes:
- Merge rules are for contacts with a matching Contact ID in the database and import file.
- There is no undo for merged contacts.
- Unmatched contacts will not be created as new contacts.
Note: Merge import is a powerful feature and cannot be "undone". Please be sure to check that your list is correct before running.
How to import multiple contacts from the same organization
When you import contacts from a CSV file into OnePageCRM you have the option to import multiple contacts working in the same organization. Once you import these contacts, they'll be associated with the same organization in the Organization view.
- Organization view pop-up
- Organization View
How to undo import
If you make a mistake when importing your contacts, you have the option to clear the recent import.
Notes:
- The Undo import link is available only for 24 hours from importing and is only visible to the user who performed the import.
- You can undo an import made from a CSV file and direct imports made from Highrise and Google Contacts.
- Undo import is only available when importing new contacts, it is not possible to Undo a merge import.
Top tips for importing contacts to OnePageCRM
Check out this article for the pros of each - Tags vs Custom Fields.
Notes:
- If you use 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.