In SalesTown CRM, efficiently managing your contact's data is crucial for maintaining a streamlined workflow. This detailed guide will walk you through the steps to import and export contacts, ensuring you can easily transfer and manage your contact information. By following these instructions, you can keep your contact data accurate, up-to-date, and accessible to your sales team.
Step-by-Step Guide to Import the Contacts in SalesTown CRM
1. Navigate to Import Setting
- From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
- Click on Settings to open the settings page.
- In the settings page, find and click on the User Data < Import option.
- This will open the Import page, which includes different modules Tab such as Leads, Contact, Seeding, and Products
2. Download the Template
- Go to the Contacts tab by clicking on it. The Contact Import window will appear.
- Before importing, download the sample template provided by SalesTown CRM to ensure your data matches the required format.
- Click on the Download Format link.
3. Prepare Your Data
- Open the downloaded template.
- Fill in your contact data according to the column headers in the template.
- Ensure each column is filled out correctly, and mandatory fields are not left blank.
4. Upload the File
- After preparing your data, go back to the Import Contacts section.
- Click on the Choose File button to select your filled template.
- Then tick on the Add to CRR Option, in case you want to add the contacts to the Farming Module.
- Click on the Import Contacts button.
- The system will notify you once the import is successful.
𝗡𝗼𝘁𝗲: 1. Organization name, Person, Email, Phone No are Mandatory in the Sheet
2. If an organization name is found to be a duplicate when importing then, an alert with the duplicate no. of the organization along with the list will be shown and the list can be downloaded to check.
3. If a person's name is found to be matched with another person within the same organization, then the person will be merged within the respective organization.
4. The duplicate data list can be downloaded within 72 hours of importing the respective data.
2. If an organization name is found to be a duplicate when importing then, an alert with the duplicate no. of the organization along with the list will be shown and the list can be downloaded to check.
3. If a person's name is found to be matched with another person within the same organization, then the person will be merged within the respective organization.
4. The duplicate data list can be downloaded within 72 hours of importing the respective data.
Step-by-Step Guide to Export the Contacts in SalesTown CRM
Here you can export the Organization and Person ( contacts) separately.
🔶Export Organization-
1. Navigate to Export Setting
- From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
- Click on Settings to open the settings page.
- In the settings page, find and click on the User Data < Export option.
- This will open the Import page, which includes different modules Tab such as Leads, Organization, Contacts, Seeding, Farming, and Others.
2. Select Export Criteria
- Go to the Organization tab by clicking on it. The Organization Export window will appear.
- Click on the Export Organization button.
- The system will generate the export file in .csv and .xls format.
3. Download the File
- Once the export process is complete, a download link will be provided in an Export History tab.
- Click on either .csv or .xls link to save the exported file to your device.
🔶Export Contacts-
1. Select Export Criteria
- From the Essentials< Settings User Data < Export option.
- Go to the Contacts tab by clicking on it. The Contact Export window will appear.
- Choose the respective Pipeline, Users, and Lead Status from the dropdown given to export the particular data.
- Click on the Export Contact button.
- The system will generate the export file in .csv and .xls format.
Here Contacts ( in Export) term as Person.
2. Download the File
- Once the export process is complete, a download link will be provided in an Export History tab.
- Click on either .csv or .xls link to save the exported file to your device.
Tips and Best Practices
- Data Accuracy: Ensure your data is accurate and complete before importing to avoid errors or data loss.
- Field Mapping: Pay close attention to field mapping during import to ensure data integrity.
- Use Filters: When exporting, use filters to focus on specific segments of your contacts for more targeted analysis.
Technical Problems
Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.
Following these steps, you can efficiently import and export contacts in SalesTown CRM, ensuring your contacts data is always up-to-date and accessible.