How To Create A Csv File For Contacts

How to create an import CSV file

You can create a CSV file to import your contacts into OnePageCRM in two ways.

In this article:
Create your CSV file for import
Create your CSV file for merge import

Create your CSV file for import

1

If you wish to import your own CSV file, we advise you to use the following headings to facilitate auto-matching of columns during import:

Title First name Last name Job title	Background Organization Country Website
Status Phone (Work) Phone (Home) Phone (Mobile)	Email (Work) Email (Home) Address Zip
City State Tags Next Action text	Next Action date Lead source Custom fields Notes

2

Once you've gathered the details and created your file, save as a CSV file.

3

In your OnePageCRM account under Import as → select New contacts → click Select file to upload → choose the CSV file you wish to import (for more details see here).

Create your CSV file for import merge

The merge import feature requires the OnePageCRM IDs for the contacts you're trying to merge. The contact IDs allow the system to match the contacts in your file to the contact in your OnePageCRM account, and thus once the contacts are matched the merge import feature will update the contact in OnePageCRM with the new information in the file you're importing. Follow the steps below to prepare your file to be merged.

1

The best way to prepare a merge file is to export a list of contacts from your OnePageCRM account because the export file will contain the contact IDs required to process the merge. Once you've exported your file from OnePageCRM, you'll notice a column in the file titled Contact ID, and each contact will have a corresponding ID, this way when you import your file for merging, the system will identify and match the contacts to be updated.

2

Make the required updates to your contacts in the export file → save file in .CSV format.

3

You're now ready to import your file and start merging the contacts on your file with your OnePageCRM contacts. Follow the steps here to start the merge import.

NOTES

• Last name or Organization name is the only required field for a contact to be imported. Other fields are optional.
• To link multiple contacts from one organization, use identical Organization name for these contacts.
• If you are using just one field for Name please split into First name and Last name.
• For a clean import data split Address into separate cells:
  • Address (Street)
  • Zip
  • City
  • State
  • Country

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Last updated on December 2, 2021

How To Create A Csv File For Contacts

Source: https://help.onepagecrm.com/article/277-how-to-create-an-import-csv-file

Posted by: epleymisibromes.blogspot.com

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