Add or import contacts to OnePageCRM

You can add contacts to OnePageCRM individually, in bulk via CSV, or by importing from Google Contacts.

Add CRM contacts manually

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

Add Contact button in CRM - OnePageCRM

Enter the contact details → click Save.

The following details are required to save a contact to the CRM:

Last name or organization name

Status

Owner

OnePageCRM | Create a contact | Create contact form

💡 Create custom fields first if you want to import data into fields that don’t exist in the CRM.

To import contacts into OnePageCRM successfully:

To import multiple contacts from a CSV file:

Go to Action Stream or Contacts → click the Add Contact dropdown → select Import from file.

Action Stream | Add contact button dropdown | Import from file

💡 For detailed steps and guidance on how to import contacts from a file, click here.

To import Google contacts OnePageCRM successfully:

To import your Google contacts:

Go to Action Stream or Contacts → click the Add Contact dropdown → select Import from Google Contacts.

Action Stream | Add contact button dropdown | Import from Google Contacts

💡 For detailed steps and guidance on how to import Google Contacts, click here.