crm3

The import dialog allows you to import contacts from a growing number of sources, including Microsoft Outlook, Calyx Point and CSV format. From the “Contacts/Add New” section click on the "Import" button to get started. Once your file has finished uploading to our servers, a ticket will be entered into the import queue. The time the import takes will vary by the number of contacts in the file. You will receive a short email notification when the import has completed.

Importing from Microsoft Outlook

You can bring in your contacts from Outlook by following these steps:

1. Open Microsoft Outlook, and from the menu bar select FILE > IMPORT AND EXPORT.
2. In the "Choose an action to perform" selector, choose "Export to a file". Click next.
3. In the "Create a file of type" selector, choose "Comma Separated Values (DOS)". Click next.
4. In the "Select folder to export from" selector under "MailBox" choose "Contacts". Click next
5. Choose a location and name for the file (e.g., "C:\outlookexport.csv"). Click next.
6. Ensure that "Export Contacts from folder: Contacts" is checked and click Finish.
7. Use the Import Contacts dialog in CRM3®, to upload the file you saved in Step 5.

Importing with Our Custom CSV Format

If you have some contact data that you want in CRM3® you can put it all into a CSV file and import the data in bulk.

1. Download this sample CSV file.
2. Open the CSV file you downloaded in Step 1.
3. Enter or paste your existing data into the appropriate columns. Save the file.
4. Use the Import Contacts dialog in CRM3®, to upload the file you saved in Step 3.

Importing from Calyx Point

If you have contacts in Calyx Point that you would like to start using in CRM3® follow these simple steps:

1. Download this template for exporting from Calyx Point.
2. Open up Calyx Point, and bring up the Borrower you want to export.
3. From the menu bar select FILE > EXPORT TO > OTHER APP
4. In the "Choose a Data Export Template to Use" dialog, find the file you downloaded in Step 1, click Open
5. In the "Specify Output Data File" dialog, enter a memorable file name, click Save
6. Use the Import Contacts dialog in CRM3®, to upload the file you saved in Step 5.