4.5. HOW TO IMPORT CONTACTS TO THE CRM

After active the lead stage as mentioned in 3. How to create a contact, On the new submenu Leads, click on Import: 

Select your Excel file to import from the Load File button

Make sure its 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 if you tick The first row of the file containing the label of the column option. This makes imports 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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