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How can I import my 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 -- just navigate to your Importing page under Contacts in the CRM to get started!

1. Decide if you want help with importing your file. If you'd like an LACRM team member to help with your import, you'll be shown a form where you can enter your contact information, upload your file, and add a note if you have any special instructions (like where you want to group these contacts, if you want us to leave out certain data columns, etc.).

Importing help is a part of LACRM's free customer service. 

2. If you'd like to run the import yourself, select the source that you're uploading from. 

Importing help is a part of LACRM's free customer service.

  • Follow the instructions on the next screen. We’ll show you exactly how to get your spreadsheet out of your CRM, social media site, or email client and upload it to the CRM.
  • If your contacts are in Google and you want to import them yourself, we’ll take you through the steps of importing or syncing your contacts. We recommend importing directly from Google, as this is typically the easiest way to get your contacts into LACRM. Next, you'll have to decide if you'd like to do a one-time import or a sync of your Google Contacts. A sync will send new and updated contacts back and forth between LACRM and Google. A one-time import will add your Google Contacts to LACRM once; new contacts will not sync with Google if you choose this option. 

3. Map your record names. We’ll ask you if you have contacts, companies, or both in your spreadsheet -- this will tell the CRM which type of records to create. If there are people and organizations in your spreadsheet, you should select the option for both! Then, we’ll ask you to tell us which column headers correspond to company and contact names.

You can import both contacts and companies in the same spreadsheet!

4. Map the remaining columns. Now for the fun part! You’ll be asked to not only map your column headers to fields in LACRM, but choose whether that field should be mapped to just the contact record, just the company record, or both.

Select the record type and field to import into. If you don't see a field you need, create a custom field and return to the importing page. 

This can come in handy in a few ways. If you have a spreadsheet of contacts and companies, you may want to map email and phone number to the contact record, but address to the company record. Now you can do that in a single import!

5. Complete the import. You’ll be taken to a confirmation page once you’ve completed your import. We’ll show you which contacts and companies were imported. Note: If a company is already in LACRM, we’ll won't import a duplicate instance from your file, but if contacts from your spreadsheet already existed in your CRM, you may have to clean up duplicates. You can also take a bulk action on the imported records, like adding them all to a group or attaching a bulk note to each record. For each bulk action, you have the ability to apply it to just contacts, just companies, or all records.

Didn’t finish your import? No problem. We display imports that are still in progress on the page menu of your Importing page. If you start an import but get interrupted, you can always return and finish it later.

Need help? You can upload your spreadsheet directly to LACRM, and even include notes on how you'd like your data imported. We’re happy to run the import for you, give you instructions for exporting your data from another system, or simply take a look at your spreadsheet and let you know if the formatting is correct. 



Still have some questions? - If this article didn’t provide all the information you need, just let us know your question below and we’ll be happy to help you!

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