PeopleVine

Import existing CRM contacts

You can import your existing contacts/people directly into the PeopleVine CRM from a CSV file.  Follow these steps to do this:

  1. Login to the PeopleVine Control Panel
  2. Go to either the company menu (click your company name) or click on CRM and then find Import People or Import Data
  3. It will then ask you to attach a file, this is where you attach your CSV.
  4. Click Load File
  5. We will now display all the headers from Row 1 and display the ability to map your data to PeopleVine CRM.  A few things you should know:
    • Mapping is used to attach the data to a CRM record.
    • You must map either email address or mobile number (or nothing will import)
    • If we find an existing email address or mobile number, we'll update their data (we prevent duplicates)
  6. Once everything is mapped, click Process Import.
  7. We will send you an email confirmation when the import is complete.

 

Some Things to Know

Here are some tips when setting up your file for import:

  • Save your file as a CSV (Comma Separated Values)
  • We recommend you add attributes to the file, to further segment your list.  Simply add a new column and enter the name of this attribute in Row 1.  You can then enter the value for each person in each row.
  • Our system will automatically merge any data associated with the same email address or mobile number

 

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