In general, contact data can get imported into the CRM’s Leads, Accounts and/or Contacts modules. Before you consider to make an import you need to decide your target module. Based on this decision you have to perpare the import file. The easiest way is with an Excel file. Please consult the manual for detailed instructions and a description of the special requirements.
After you created a valid Excel file you have to convert it into a special CSV file. The required CSV format is also described in the CRM’s manual.
But there are tools available which can help you to create the CSV file automatically. These tools are availbale at the CRM’s help menu:
- Excel To CSV Converter (32 oder 64 bit): These are Windows programs which generate a CSV file in the required format from an Excel file. It supports different character codings and separators as well as automatic splitting of larger files.
- MS Excel Extension: This is an Excel Macro, for exporting a CSV file in the required format.
- UTF-8 Converter: This Windowprogram helps you to convert your data for imports from a numbers CSV file into the required CSV format.
- Mac CSV Tool: This Mac droplet helps you to convert your data for imports from a numbers CSV file into the required CSV format.