3.3.4. How to import contacts to the CRM

 

 

After activating a lead as mentioned in 3.3.3. How to create a contact, on the new sub-menu Sales ‣ Leads, click on Import:

Select your Excel file to import from the Load File button

Make sure the file extension is .csv and don’t forget to set up the correct file format options (encoding and separator) to match your local settings and display your columns properly. KIU will automatically map the column headers from your CSV file to the corresponding fields when you tick the first row of the file in the label of the column. This makes importing easier especially when the file has many columns. Of course, you can remap the column headers to fit the importing data.

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