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.
Hit Next.
Under SELECT LABELS, choose an import option from the Select which contact ‘Labels’ are to be imported dropdown:
- Import all 'My Contacts'
- Import specific labels from within 'My Contacts'
If you select the Import specific labels from within 'My Contacts' option, tick/untick Convert Google Contacts 'Labels' to 'Tags' in OnePageCRM → Next.
Under 3 PREFERENCE (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 addresses 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 the next import and will not be duplicated.