How to Import CSV/Excel Contacts

The Import option helps you import contacts from Excel or CSV files into iMaxPropertyCRM.

To import contacts,

  1. Once you select Contacts on the top of the main page, immediately it would land you where you can see Import option. Click Import.

 

  1. Select Browse, Choose file to import.

browse

  1. Fill out preferred action in Select Action area. (usually create new records)

select-action

Note: For Unique fields, you can choose from ID, Login Name or Contact. You can also leave it blank if preferred. Then click on Next.

  1. The next page shows you Contact fields Section. You can map each area based on the columns available in your import files.

Here sample of Excel file and its column that I imported:

sample-file

Given the information above, you can select and map each column in IMAX CRM by searching column names and clicking the drop down menu which is in your file columns. Some contact fields are already done by default like First Name, Last Name, etc.

email-dropdown

  1. Once you have completely selected all columns matching the contact fields in IMAX CRM, you can select your preferred Import Mode.

import-mode

Tip: You can try Test Mode to see first 5 details you have imported and check if all information are in place.

  1. Click on Submit. You will receive a confirmation pop-up message that Import was successfully done. Once satisfied with the contact fields, repeat step and use Import Mode- Bulk.