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.

Go to your User/Profile icon (top right-hand corner) → Import and Export → Google Contacts Direct import.

Import & Export Page, click on Google contact Direct import.

Under Connect Google Account click Connect to Google → log into your Google Account.

Click Connect to Google.

Click on Allow to grant OnePageCRM access to import your Google contacts.

Allow access to import your Google Contacts.

Once you connect your Google account → click Next.

Click Next.

Under step 1 Select labels choose an import option from the dropdown:

Import all my Google Contacts

Import specific labels from within 'My Contacts'

Click Next.

Select option from dropdown to import all Google contacts or by label.

Note: If you select to Import specific labels from within 'My Contacts', select/unselect Convert Google Contacts 'Labels' to 'Tags' in OnePageCRM.

Under step 2 Preferences set your preferences for all imported contacts → click Next.

Select Contact owner

Set Status

Apply tags

Apply a Next Action and date

Select Preferences.

Under Step 3 Import, click Start import.

Once the import is successful you will receive an email confirmation to notify you that the import is ready.

Click Start import.

Notes:

Contacts with only an email address will not be imported (Last name or Organization name is required).
If you have already imported Contacts from your Google account, they will be ignored during the next import and will not be duplicated.

Importing contacts from Google Contacts

Related Articles