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Importing contacts

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!

Getting started

Importing contacts

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 tool

Read more >>
Formatting a spreadsheet for import

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 >>
Organizing imported contacts

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 >>
Sending LACRM a file for import

Learn how to prep your file and send it to LACRM to import for you.

Read more >>

More info

What's included when requesting that LACRM run an import

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 >>
Using a business card scanner with LACRM

While Less Annoying CRM does not have a direct integration with any business card scanners, there are a few options to import contacts from a card scanner.

Read more >>
Syncing iPhone, iPad, or iCloud contacts with LACRM through Google

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 >>
Importing from Mac Contacts to LACRM

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 >>
Importing contacts from Outlook

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 >>
Add an import to one group

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 >>
Options for importing contacts into LACRM

Learn more about how you can bring your contacts into LACRM.

Read more >>
Adding an import to multiple groups

This article explains how to add contacts to multiple groups based on imported data.

Read more >>
Assigning an import to one user

Learn how to assign an entire import to a single user.

Read more >>
Assigning an import to multiple users

Learn how to assign an import to multiple, different users.

Read more >>
Adding an import to a pipeline

Learn how to add an entire import to a single status in a pipeline.

Read more >>
Undoing an import

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 >>
Exporting your contacts from another CRM

We've provided the following compendium of resources on exporting out of other CRM systems, listed by provider.

Read more >>
Can I update records in bulk via the importer?

Our importer is designed to create new records in your CRM, not update existing records.

Read more >>
Importing duplicates

Learn more about what happens if you import data that overlaps with your existing CRM data.

Read more >>
Migrating data to LACRM with import2

Learn more about migrating your CRM data to LACRM with import2.

Read more >>
Importing contacts

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 tool

Read more >>
Formatting a spreadsheet for import

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 >>
What's included when requesting that LACRM run an import

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 >>
Using a business card scanner with LACRM

While Less Annoying CRM does not have a direct integration with any business card scanners, there are a few options to import contacts from a card scanner.

Read more >>
Syncing iPhone, iPad, or iCloud contacts with LACRM through Google

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 >>
Importing from Mac Contacts to LACRM

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 >>
Importing contacts from Outlook

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 >>
Organizing imported contacts

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 >>
Add an import to one group

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 >>
Options for importing contacts into LACRM

Learn more about how you can bring your contacts into LACRM.

Read more >>
Adding an import to multiple groups

This article explains how to add contacts to multiple groups based on imported data.

Read more >>
Assigning an import to one user

Learn how to assign an entire import to a single user.

Read more >>
Assigning an import to multiple users

Learn how to assign an import to multiple, different users.

Read more >>
Adding an import to a pipeline

Learn how to add an entire import to a single status in a pipeline.

Read more >>
Sending LACRM a file for import

Learn how to prep your file and send it to LACRM to import for you.

Read more >>
Undoing an import

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 >>
Exporting your contacts from another CRM

We've provided the following compendium of resources on exporting out of other CRM systems, listed by provider.

Read more >>
Can I update records in bulk via the importer?

Our importer is designed to create new records in your CRM, not update existing records.

Read more >>
Importing duplicates

Learn more about what happens if you import data that overlaps with your existing CRM data.

Read more >>
Migrating data to LACRM with import2

Learn more about migrating your CRM data to LACRM with import2.

Read more >>