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Answers the leads

Sales and booking

Importing your contacts

Bring a spreadsheet of contacts into Boost.

Video: Import your contacts from Excel or another CRM (1:19, with captions)

You can bring in your existing customers and leads from a CSV file.

Prepare the file

  1. 1Export your list from Excel, Google Sheets or your old system as CSV.
  2. 2Use one row per person.
  3. 3Include at least a name plus a phone number or email.
  4. 4Write phone numbers with the country code, like +971501234567.
  5. 5Remove duplicates.

Import

  1. 1Open Contacts and click Import at the top right.
  2. 2Under Import records from CSV, click Start CSV import. You also see a list of your past imports.
  3. 3Choose what you are bringing in. Contacts is already ticked. Press Next.
  4. 4Upload: click the upload box and pick your file. Below it, choose Create and update contacts. It adds new people and updates the ones you already have, so nobody is listed twice. Press Next.
  5. 5Map: Boost shows the columns from your file. Match each one to a Boost field. Name to Name, Phone to Phone, and so on.
  6. 6Verify: check the preview, then confirm.

When it finishes, your people show in the Contacts list and the import shows in your import history.

Need help?

Send us the file in chat and the plan you are on. We can import for you.

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