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Import from Microsoft Excel

You can import lists of contacts from a Microsoft Excel or VCard (Virtual Contact File) file into CRM to save time entering information into individual record.

To import contacts

1. Create a Microsoft Excel file containing all of your contact information. The file should contain the following information for each person:

• Salutation (Mr., Mrs. or Ms.)
• First, middle and last name
• Gender (Female or Male)
• Date of birth (MM/DD/YYYY format)
• Marital Status (Unknown, Single, Married, Divorced, Widow)
• Number of Dependents
• Legal Residence, including Street (two lines, one including unit or apartment number), City, Country, Country of Citizenship, State/Province, Zip/Posta lCode
• Contact Information, including Home, Work and Mobile Phone, Fax and Email
• Employment Information, including Employment Type (Employed, Unemployed, Retired or Self-Employed), Name and Business of Employer, Employer Work Phone and Employer Address (same information as Legal Residence above)

On the contact file import screen, there is a link to download a sample Excel file. This sample file contains all of the information you need to create your own contact file in Microsoft Excel.

2. From the CRM dashboard, go to the contacts tab.
3. Click the Add/Import Contacts + icon.

4. If necessary, click the link to download the sample Excel contacts file.
5. Click the Choose File button to locate and select your contact file on your computer.
6. Click Upload File.

Your contacts will now be stored in CRM as individual records.