For importing contacts in CRM Champ database, you can either use CSV oder Excel files. Complete the following steps for a successful contact import.
Before importing your contact data, make sure your CSV or XLS file is formatted properly. Follow our checklist to make sure your data is ready for CRM Champ.
To import your data, click on the down arrow next to the menu button 'Contacts'. Then click on 'Import contacts".
Choose your CSV/XLS file from your computer and select the contact group to which your contacts from the file should be added.
Note: If your contacts should be assigned to different contact groups, do not mark any contact group yet.
After uploading your CSV/XLS file, you have to undertake various settings: