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.
To import Contacts from Google Contacts click on the gear icon → Import and Export.
On the Import and Export page, go to DIRECT IMPORT section and click on Google Contacts.
Connect Account, click on Connect to Google → Log into your Google Account.
Allow Google to access your OnePageCRM Account
Once Connected click on Next.
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 the latter is selected, select one or more options and tick/untick Convert Google Contacts 'Groups' to 'Tags' in OnePageCRM → click Next.
- Select Contact owner
- Set Status
- Apply tags
- Apply a Next Action and date
Set Preferences → click Next.
Import, click on Import now to initiate upload.
Once 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.