#Openoffice base template crm plus#

You have two options on how you will assign the Role to each of your imported Contacts. Row 1 is used exclusively for identifying and mapping the columns. Row 1 will serve as the Column Header where you will put the label for the data contained in that column. You can convert your CSV to UTF-8 through your choice of spreadsheet viewer. IMPORTANT: Currently only CSV files in encoded in UTF-8 are supported. When you're viewing the CSV in a spreadsheet viewer (Microsoft Excel, Google Sheets, Open Office, etc.), each row of the CSV (except Row 1) will be a Contact to be imported, and each column will be a data point associated with that Contact. You can create a CSV file from scratch, or you can start with the sample CSV and then modify it as needed. It can be very time-consuming to remove imported data as there is no 'undo' mechanism.īefore pulling the trigger on your Import, we highly encourage you to take some time to read through the sections below. TIP: You'll need to have everything in order before Importing. More information is in the sections below.

#Openoffice base template crm plus#

Email/Form Cannons (if you have the PLUS Bundle Power-Up).Role (or you can choose to import all Contacts in the list as one particular Role).Then you can assign the following to each individual Contact: All default extra information fields (Work Email, Home Email, etc.).Will you be using Custom Fields? Will you be operating in Company First Mode?ĬLICK HERE to learn about Company First Mode A CSV can be easily created using Microsoft Excel or Google Sheets as they both have built-in methods to export a CSV.īefore you're ready to import your Contacts, you will need to do some thinking about how your data will be configured. It can be easily viewed as a standard spreadsheet. CSV stands for 'Comma Separated Values' and it's a very common method for importing/exporting data. Instead of adding your Contacts manually or having them self-register, you can choose to bulk-add them via a CSV file import. CRM: Importing Contacts What is a CSV Import?