IMPORT CONTACTS TO CRM

The CSV import tool will help you add contacts to CRM. You can easily upload contacts into CRM from a valid CSV(comma-separated value) file. During the import process, you can also auto-update the properties of already existing contact at once.

Things to know before importing the contacts

  • You already have your contacts in a spreadsheet program like MS Excel or Google Sheets, Now export the contacts as a CSV file.
  • The date field must be formatted in a specific way for example the Date of Birth or other Dates must follow the Y-m-d format.
  • In CRM, you can categorize your contacts based on their subscription status, like subscribed or unsubscribed. You can only select one status at a time.
  • CRM has no limit to the number of subscribers you can import like other SaaS email marketing providers, so feel free to import all your contacts.

Steps to Import contact to Fluent CRM from a CSV file #

Go to the FluentCRM dashboard and choose the Contacts Tab from top and then click into Import from the top-right.

A popup will appear where you need to select the CSV as the contact source and then click next.

In the second step, you will be asked to Select Your CSV Delimiter, by default CSV delimiter is commas, but if you used semicolon you need to select it in the delimiter. Here I used Comma Separated. Now upload your CSV and again click next.

In the third step, you will need to configure the field mapping from your CSV file with Fluent CRM fields. My example CSV file has three simple fields which are Firstname, Lastname, and Email. Your CSV might have more. Map the fields accordingly. As you can see in the screenshot below, the left column has your CSV data and the right column is the CRM fields.

Select the List & Tags for the imported contacts. You can also Update a Subscriber with new data from CSV if the contact is already existing. The email is the unique field and based on email FluentCRM determines if a contact is already existing. Lastly, you need to give the subscribers a status. You can select “subscribed” as the status but make sure that you have the permission to send them marketing.

Now click next and that’s it. Your contacts are suscessfully imported into CRM.

Steps to Import Your WordPress Users into CRM #

At first, Go to the CRM dashboard. Now choose the Contacts Tab from topbar and then click into Import from the top-right.

A popup box will appear and you will need to choose the data source, Select WordPress users and click next.

In the next step, you will need to choose the user role you want to import. From administrator to subscriber role, contacts from all the user’s roles will be available to import.

In the final step, you will need to select the List & Tags for the imported users. Check the Update Subscribers checkbox to update if the data of any existing subscriber available with the same email address. The unique field for identifying an existing user is email and based on email FluentCRM determines if a contact is already existing. Now give the subscribers a subscription status. Select “subscribed” as the status but make sure that you have the user consent to send them an email campaign.

Steps to Manually Add Contacts into CRM #

From CRM Dashboard, select Contacts Tab and clink into the Add button from the top right.

A popup form will appear. Give all the required details of the subscriber including name, email, etc. Select the List & Tags for the contact. Give a status to the subscriber. Choose “subscribed” as the status but make sure that you have the permission to send marketing campaigns. You must at least give the email and the status of the contacts.

Now click on the confirm button and your subscriber is added successfully into CRM.