Importing contacts from Google Contacts
You can import multiple contacts from Google Contacts into OnePageCRM once you connect your Google Contacts account to OnePageCRM.
You can import the following fields: First name, Last name, Job title, Organization, Phone (Work), Phone (Mobile), Phone (Home), Email (Work), Email (Home), Notes, Website and Address.
Under 1 CONNECT ACCOUNT, click Connect to Google → log into your Google Account.
Allow Google to access your OnePageCRM account.
Under SELECT GROUPS, choose an import option from the Select which contact ‘Groups’ are to be imported drop-down:
- Import all 'My Contacts'
- Import specific groups from within 'My Contacts'
If you select the Import specific groups from within 'My Contacts' option, tick/untick Convert Google Contacts 'Groups' to 'Tags' in OnePageCRM → Next.
Under 3 PREFERENCEC (Optional):
- Select Contact owner
- Set Status
- Apply tags
- Apply a Next Action and date
Under 4 IMPORT, click Import now.
Once the import is successful, you’ll receive an email confirmation and the below message will appear:
"Success! Your import has been queued. You will be emailed when it is completed. Go back to the Import/Export Page to see its progress."
- Contacts with only email address won't be imported. (Last name or Organization name is required).
- If you have already imported Contacts from your Google account, they will be ignored during next import and will not be duplicated.