Data Importing

All about uploading and downloading your contact data

Data Import Video Guide
We have created a short video guide for you to see how easy it is to import your contacts from Excel into your CRM account Please click here to watch t...
Tue, 22 Jan, 2019 at 3:55 AM
How to import data from an Excel Spreadsheet?
Step-by-Step Guide on How to import contacts from an Excel Spreadsheet Importing Data into your CRM is easy, please click here to watch our short v...
Tue, 22 Jan, 2019 at 3:57 AM
Where do I put in my tags on the data import template?
Where to add Tag Groups on the Data Import Template?  When importing contacts into your CRM account you must use one of our data import templates as...
Sun, 14 May, 2017 at 11:50 PM
See how you can set Tags as you import data
1. When you import data into your account you can either set your tags up in the Categories column heading on the Excel import template or you can tag your ...
Sun, 14 May, 2017 at 11:51 PM
How do I enter more than 1 tag group on my data import template?
Whichever data import template you use you will see a column heading called Categories as shown below in the screenshot: This column called Cate...
Fri, 25 Jan, 2019 at 12:13 AM
How to set the preferred location for Home or Work details on an import?
When importing contacts into your CRM account you can set a Preferred Location field to add to the data import template. 1. The Preferred Location field ...
Wed, 2 May, 2018 at 9:18 PM
First Name and Last Name how to split out in my csv data sheet to import
Why do I need to split out First Name and Last Name in my data import sheet? It is important to ensure that the First Name and Last Name get populated into...
Thu, 11 May, 2017 at 4:14 AM
How to bulk import an image against your contacts profile photo
It is possible to apply an image to your contacts in bulk on the data import template which when the data is imported into your account it automatically add...
Fri, 25 Jan, 2019 at 12:14 AM
How to import data in a different language into your CRM account?
Step-by-Step Guide on How to import contacts from an Excel Spreadsheet  Importing Data into your account is easy.  Simply use our import templates as a...
Tue, 22 Jan, 2019 at 3:59 AM
How to import foreign characters into your CRM account
How to Encode an Excel File to UTF-8 Encoding your Excel files into a UTF format (UTF-8) can help to ensure anything you upload can be read and displa...
Fri, 25 Jan, 2019 at 12:16 AM