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Data Import and Export
Data Import Video Guide
How to import data from an Excel Spreadsheet?
Where do I put in my tags on the data import template?
See how you can set Tags as you import data
How do I enter more than 1 tag group on my data import template?
See all 16 articles
How to export your contacts
Can I export out a Tag group?
Do I choose windows 1252 or UFT-8 option to import or export out data with excel spreadsheets?
Can I export out more than one tag group of contacts at a time?
Can I export out contacts to view date contact was created or last updated?
See all 17 articles
Customise your data export template
Can I change or customise my data export template and pull out specific columns only?
Can I change the data export template layout just for a user, but the rest of the team have the full data export template layout to use?
Data Importing and Exporting Issues
I imported data using the correct column headings but it did not import the contacts into my CRM database, why?
Error message pop up box saying ‘Warning’ when trying to import data, why?
Why are telephone/mobile numbers displayed differently?
The zero is missing at the front of the telephone/mobile numbers on my Excel sheet how can I fix this before I import my data?
I have imported my data but phone numbers, email addresses and address are not shown on the business card!
See all 20 articles
Importing and Exporting Custom Fields
Can I import Custom Field headings and information without having set up Custom Fields inside my CRM account?
How to populate Custom Fields on an Excel sheet to then import and automatically update?
How to populate Custom Field ROWS with data when importing data from an Excel spreadsheet?
Can I upload Custom Field data into rows with drop down menus, date and text fields?
How to populate Custom Field drop down options on an Excel spreadsheet for importing?
See all 10 articles
Merge Data on Import to avoid duplicate contacts
If I import contacts into my account will the system automatically dedupe contacts for me?
What criteria is used when deciding to merge duplicate contacts on a data import?
Can I turn off the merge import feature to create duplicate contacts?
Data Import from Microsoft Outlook
How to Import Data from Outlook Contacts
How to export contacts from Outlook into a CSV file for importing into my CRM account
Data Cleansing - Guidance for Re-Importing Existing Data
How do I upload new data into existing contacts?
If I re-import the same data with new tags will it merge them with the existing ones?
If I re-import data with new tags will it over-write the exiting tags applied to my contacts?
Adding Notes in bulk to contacts
How can I add the same note to more than one contact at a time in bulk?