If you've been working off an Excel sheet, your phone's contacts, or another CRM, you can always export that data into a spreadsheet file to import your contacts in bulk into Less Annoying CRM.
Our customer service team is happy to help you run your first 3 imports (or walk you through an import over the phone!) but here are some help articles to get you familiarized with the importing process so that you can start running them on your own!
Our importing tool makes it easy to map different pieces of data to contact and company records, ask for help during the importing process, or save an in-progress import. Here’s a step-by-step guide to using our importing toolRead more >>
The fastest way to get data imported into your Less Annoying CRM account is to import it yourself but you do need to ensure that the file is formatted correctly. Here's how.Read more >>
When you run an import in Less Annoying CRM, the system may create both contact records and company records from your spreadsheet.Read more >>
We understand that data migration is one of the most intimidating parts of starting with or moving to a new CRM. To make this process a bit easier, as a part of our standard free support, we’re happy to help you with importing your contacts and/or companies into your CRM database.Read more >>
To migrate your Outlook contacts over to Less Annoying CRM, you'll first need to export that data to a CSV file, which can then be imported into your CRM account.Read more >>
Less Annoying CRM's importer is designed to import spreadsheet files (Excel files and CSV files) -- however, the Contacts app on MacOS only allows exporting contacts into vCard (.vcf) files.Read more >>
Less Annoying CRM only integrates with Google Contacts -- we do not have any kind of direct sync for Apple's iCloud service -- but you can use Google as a bridge between LACRM and Apple.Read more >>
When you finish importing your spreadsheet, you’ll be offered a list of actions that you can take on the new records you created. Here’s a review of those options.Read more >>
After an import is completed, you can group the import to give it a tag, so you can easily access the records from that import in the future.Read more >>
This article explains how to add contacts to multiple groups based on imported data.Read more >>
We've provided the following compendium of resources on exporting out of other CRM systems, listed by provider.Read more >>
If you finish your import and realize that you’ve made a mistake, the best option is to undo it right away, before you’ve done any work with the data in the CRM.Read more >>