Upload Contacts

Upload Contacts

You can upload contacts to your ClientBAY CRM in two ways:

1) Add contacts individually or
2) Import a list of contacts (a.k.a. Bulk Upload your Contact List). 

ADDING CONTACTS INDIVIDUALLY

To start adding contacts to your CRM individually:
  1. Click on Contacts on your left navigation bar to go to your CRM Dashboard
  2. Click on the +Create Contact button. This will prompt you to fill out some basic information.
  3. Select Create. That contact will now be uploaded into your account and you will see them on your CRM Dashboard. 

IMPORT A LIST OF CONTACTS (BULK UPLOAD)

Alert
First, you need to have an Excel spreadsheet with your contacts information.

Open your contact Excel file and click on "Save As" to choose the file type CSV.  This will make the importing process much easier.

To download an example of a CSV file - see the attachment below.

Most emails will have an option to EXPORT your contacts and it will automatically save as a CSV file. 


On your main CRM Dashboard in More Actions Drop Down Menu in the upper right hand corner select Import. This will open the Import Contact Walk Through.
  1. Click on Choose File to upload the CSV file from your computer
  2. First row contains field names: Choose Yes or No
  3. File Format: Comma separated value
  4. Import into: Contacts *Unless you are importing LEADS leave the Lead Source blank
  5. Click NEXT
  6. On the next screen, match the columns to the appropriate fields.
  7. Be sure to scroll all the way to the right matching each column. *If you would like a column to be skipped leave the import to field as IGNORE.
  8. Click NEXT
Now, review your import before you select Finish:

  • The file fields is the number of columns that you matched

  • The total contacts is the number of rows in your file

  • Lines being skipped are blank rows

  • CLICK NEXT to start the import process


Once the import is complete click Finish to complete your import.

Your contacts will now be imported into your CRM!
Once the import is completed, it will take you back to your main CRM Dashboard.
​



To download an example of a CSV file - see the attachment below.

    • Related Articles

    • Your NEW ClientBAY CRM

      Your ClientBAY CRM just had a MAJOR upgrade! What is new and improved?! Read below to find out! YOUR NEW CRM DASHBOARD We know that your relationship with your contacts and leads is key to your success! And it starts with a functioning CRM Dashboard. ...

    • ADMIN: Company Custom Fields CRM

      As Admin, you have the ability to create custom fields that you want to appear within the CRM system. These fields will appear under the Contact Details section of a contacts CRM entry. To Create Custom Fields Select Contacts from the left hand side ...

    • Customer Relations Frequently Asked Questions

      Customer Relations Frequently Asked Questions Can I upload a list of contacts? Yes! You can upload a CSV file of contacts. To learn more about how to do this see this article on Uploading Your Contacts. Do my contacts sync with Google (Outlook)? At ...

    • Sharing Your Contacts

      You are able to share your contacts with select users in ClientBAY if you would like. This is great for teams. When you share your contacts with another member of your team, you are sharing ALL of your contacts with them. Share Contacts To do so just ...

    • Creating and Utilizing Tags (Previously Known As Contact Types)

      Tags (previously known as Contact Types) are a great way to keep your contacts and leads organized. You are easily able to create and add multiple Tags to a contact or lead and they come in useful when it comes to sending out eMarketing from the ...