Add or import contacts to OnePageCRM

There are three ways you can add contacts to OnePageCRM:

create contacts individually in your CRM account,
import multiple contacts in bulk via a CSV file,
import contacts from Google Contacts.

Add CRM contacts manually

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To add a contact manually, click on Add Contact at the top of the Action Stream or Contact Page.

Add Contact button in CRM - OnePageCRM

Enter the contact details → click Save.

The following details are required for a contact to be saved to the CRM:

Last name or organization name

Status

Owner

CRM contact details - OnePageCRM

Notes:

Fields, like Phone, Email, URL, and Address, can be given a label to identify the type of details in these fields, for example, Home, Work, Billing, etc. Click on the type dropdown for each contact detail to set a type.
If you usually work with the same detail type, you can set a default so that you don't have to change it every time you're adding/editing a contact. See here how to do that.

CRM contact default values for phone, email, URL

Once you save a contact, you are prompted to enter a Next Action for them to kickstart your sales process.

After you added a Next Action → click Save.

next action area in OnePageCRM - tasks and reminders

If a Next Action has been added you'll see the new contact in your Action Stream.

today's action/task in Action Stream - OnePageCRM

Import contacts in bulk

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Note:

In order to import a contact, either the Last Name or the Organization Name is required.
All contacts in OnePageCRM require a status. During the import, you will need to choose a default status.
In case you have contacts with different statuses, we suggest importing them in batches by status.

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

Import & Export Page, click on Contacts Import from file.

Under Import as → select New contacts → click Select file to upload → choose the CSV file you wish to import.

Select file format (column separator) from the options below:

, (comma)
; (semicolon)

Click Upload & Next.

Select file format.

In step 1. Map fields → map the columns from your uploaded file with OnePageCRM fields and tick the Ignore checkbox for fields you don't want to import → click Next.

Import Map Rules

Notes:

If you use our import sample file, the fields will be matched automatically.
It's not possible to map a single field type to multiple columns in your file.

In Step 2 Preferences set your preferences to all imported contacts → click Next.

Import Step 2. Preferences

Add or import contacts to OnePageCRM

In this article:

Add CRM contacts manually

Import contacts in bulk

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