How to add contacts to CRM in bulk?

Before you start importing you need to prepare a CSV (Comma Separated Values) file.

If you already have a CSV file containing the contact information make sure that it meets the following requirements for a correct data import:

• the selected file uses a comma to separate values;
• the first row is a header record containing column/field names. The required fields are: First Name and Last Name for importing persons, Company Name for companies.
• there is one contact record per row;
• there are no unnecessary commas in your file;
• the selected file contains less than 10000 rows, otherwise it should be divided into smaller parts.

You can also create a CSV file from any spreadsheets using our Documents module.

Note: your file size cannot exceed 10 MB (100 MB if you make use of our additional services).

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Enter your TeamLab portal and click the CRM link at the center.

In case you have already logged in to the portal and been using it for some time click the CRM link at the top of the page.

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Click the Import contacts link above the contact list. The Import Contacts page will open.

Click the Select a CSV file link. Browse your computer hard disk drive for the necessary file. Once the file is located click the Open button to load it into the system.

The file will be loaded and displayed in place of the link. To replace it use the Edit link next to the file name.

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By default, the access to the imported contacts will be granted to all portal users. If you wish to restrict the access, check the Restrict access to the contact box.

To make the contact available to a certain person click the Add user link and select a person from the list. Sort all users by group or use the filter field at the top to facilitate the search.

The selected users will be add to the Available to employees list. To inform them about new imported contacts check the Notify box.

When the file is selected and the access level is set click the Continue button at the bottom to proceed to the next step.

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Before importing your customer data you need to verify the available information. You will see the table with three columns:

• File column - the first row of your CSV file containing the column/field names.

• Corresponding TeamLab CRM field - the TeamLab CRM field corresponding to the field/column name from your file if there is one.

  If the system does not find any corresponding CRM field automatically, open the drop-down list and select the necessary one manually.

• Value - the available file column value. To verify all the file information use the Next record/Previous record links at the top.

To be able to import persons you need to match at least one column from your file with the First Name and another with the Last Name fields of the TeamLab CRM. The same is for the company import, you will need to match the Company Name field to be able to import a company.

After you check the customer data click the Continue button at the bottom to proceed.

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You will be presented with the whole contact list. Check the boxes before the contacts you wish to import and unckeck the ones you don't need.

When everything is ready click the Start importing contacts button below the contact list to launch the process.

That's all. All the selected contacts will be imported and displayed in the Contacts tab. Do not forget to keep your contacts up-to-date!

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