Importing contacts from a CSV file

In OnePageCRM you can import multiple contacts at once into OnePageCRM, as well as merge data from a CSV file to your existing CRM contacts. To do this, your import file must be saved in a  CSV file format (coma separated value file format).

In this article:
Import Contacts Merge Import


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.

For top tips for importing contacts to OnePageCRM see here, and for more information on creating a CSV import file see here

1
Go to your User Profile (top right) →  Import and Export Contacts.

2
Under  Import as  → select New contacts → click Select file to upload → choose the CSV file you wish to import.
3
Select file format (column separator) from the options below: 
  • , (comma) 
  • ; (semicolon)
4
Upload & Next.
5
In step  Map fields   → map the columns from your uploaded file with OnePageCRM fields and tick the Ignore checkbox for fields you don't want to import →  Next
Note: 
- 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

6
In Step  3 Preferences set your preferences to all imported contacts →  Next .
Note: All contacts in OnePageCRM must have a status, if you don't have a status already assigned on your import file, you can choose a default status here.
7
Your import is queued, you'll receive an email once this is complete.
    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, and 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 website, blog, 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 that 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 prior to doing your import.
    • Maximum file size allowed for .csv import is 128 MB / 9999 rows. If your file is larger then you'll need to split it into smaller files.
    • The default column separator for .csv file is the , (comma) character. 
    • To cancel an import within 24 hours from the initiation, go to Import & Export page scroll down to Import / Export history section, and click Undo import.
    • If you want to update your OnePageCRM contacts using data from a .CSV file, you have the option to merge contacts. See here for more information. 

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.

1
Go to your User Profile (top right) →  Import and Export Contacts.

2
under  Import as  → select Existing contacts → click Select file to upload → choose the CSV file you wish to import.

3
Select file format (column separator) from the options below: 
  • , (comma) 
  • ; (semicolon)
4
Upload & Next.
5
In step  Map fields   → map the columns from your uploaded file with OnePageCRM fields and tick the Ignore checkbox for fields you don't want to import →  Next
Note: 
- 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
6

In step Merge rules → specify the merge rules for each field and in your OnePageCRM that corresponds to a different column on your import file.
You have three options: 

  • Overwrite: if you select this option any new information on the corresponding column in your file will overwrite the information in the OnePageCRM field for contacts with matching contact IDs.
  • Append: you will only have this option for multiple value field types such as Phone, Email, URL, Tags, Background, and Custom fields (checkbox). If you select this option, the information in your import file for the corresponding field will be added. For example, if you append the phone number field and you have new phone numbers in your file, the old phone number and the new phone number will appear in the contact.
  • Don't Overwrite: if you select this option your OnePageCRM fields will not be updated with the new information in the corresponding column in your import file. 

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 be created as new contacts
7
In Step  3 Import click Start import .
8
Your merge import is queued, you'll receive an email once this is complete.

NOTES
  • Merge import is a powerful feature and cannot be "undone". Please be sure to check that your list is correct before running.

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