Preparing a CSV file for Merging Contacts
The merge import feature requires the OnePageCRM IDs for the contacts you're trying to merge. The contact IDs allow the system to match the contacts in your file to the contact in your OnePageCRM account, and thus once the contacts are matched the merge import feature will update the contact in OnePageCRM with the new information in the file you're importing. Follow the steps below to prepare your file to be merged.
- For information on preparing a .CSV file for import see here.