Contacts
2 Docs
Export Contacts From CRM With Super Fields ?
Last Updated: June 2, 20261. Go to CRM → Contacts from the left menu 2. Click the Three Dots (⋮) on the right side 3. Select Export 4. Choose the fields you want to export: 5. Click Yes, Proceed 6. Wait for the export to complete 7. Go to CRM → Exports 8. Download your exported contacts file Include...
Import Contacts in CRM ?
Last Updated: June 2, 20261. Prepare your Excel file with contact data 2. Save the file as CSV format 3. Go to CRM → Contacts 4. Click Add New Contact → Import via CSV 5. Upload your CSV file → Click Next 6. Select Import Type: 7. Map CSV columns with CRM fields 8. (Optional) Add extra Custom Values...