Add or import contacts to OnePageCRM
You can add contacts to OnePageCRM individually, in bulk via CSV, or by importing from Google Contacts.
In this article:
| Add contacts manually |
| Import contacts in bulk from a file |
| Import Google Contacts |
Add CRM contacts manually
The following details are required for a contact to be saved to the CRM:
💡 Create custom fields first if you want to import data into fields that don’t exist in the CRM.
Import contacts in bulk
Jump up to Article's Overview ⮝To import contacts successfully into OnePageCRM, keep in mind:
- Either the last name or the organization name is required.
- Every contact needs a status label.
To import multiple contacts via a CSV file, click the dropdown arrow (↓) on the Add Contact button at the top of the Action Stream or Contact page and select Import from file.
💡 For detailed steps and guidance on how to import contacts from a file, click here.
Import Google contacts
Jump up to Article's Overview ⮝To import your Google contacts successfully into OnePageCRM, keep in mind:
- Either the last name or the organization name is required.
To import your Google contacts, click the dropdown arrow (↓) on the Add Contact button at the top of the Action Stream or Contact page and select Import from Google Contacts.
💡 For detailed steps and guidance on how to import Google Contacts, click here.