Simple Sales Tracking Blog

Importing Contacts from a File

Importing contacts from any comma-delimited (.csv file name extension) file into Simple Sales Tracking can be done quickly and easily; however, there are a few steps that must be taken to ensure a successful import.


If you were to export your contacts from Outlook or many other similar type applications, the correct format should already exist.


If you want to create the comma-delimited file yourself, you can use the following template as a guide.  Download it here.


Save the template to your computer and open it in Microsoft Excel, or other type application and follow the format that’s given.


Then, after the initial step of uploading your file to Simple Sales Tracking, you’ll be asked to match up the information from your file with how it’s stored in Simple Sales Tracking.  At this step there are further instructions on doing so.


And that’s it!

Filed under: How To's,

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About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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