Import

Use the import wizard to import data from external sources such as Excel files, CRM systems, and Contact Managers.

  1. Select one of the following as the data source:
  2. Click Next to proceed to the next step in the import process.
  3. In the Select file field, enter the path to the file location; or click Browse to navigate to the file location on your machine. If the file has a header row, check the Has Header box. Typically, a header row contains column titles such as Name and Address.
  4. Click Next to proceed to the final step in the import process.
  5. From the Database Field drop-down list, select the appropriate field in the note, such as Full Name and map it to the row in the imported source file. If you want to ignore a field, select Do not map this field.
  6. To save the mapping as a custom mapping that you can use repeatedly, select the Save as Custom Mapping checkbox.
  7. Click Import Now to import the data.
  8. To import additional data, click Import More.
  9. To end the task, click Finished.
  10. If you do not want to save the imported data, click Undo Last Import; You can click Try Again to restart the import process.