Importing contact lists

CRM, Knowledge base on February 13th, 2010 No Comments

You can importĀ  from MYOB, an Excel file , Outlook Express, Microsoft Outlook and others.

Things to remember.

  • You will need to create the custom fields in Fig Connect BEFORE you can import
  • Fig Connect will not load duplicate email addresses.
  • If you have created a custom field in Fig Connect as a mandatory field, then make sure your importing file has data in that field for all contacts.
  • Each contact MUST have an email address. If one does not exist for them, then you will need to create a dummy data entry eg name1@mysite.com
  • Your importing data fields will need to “Map” across to your custom fields. This will be automatic if the header on your importing file matches the custom field titles
  • Your importing file must be a csv (comma separated value) file.

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