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Import contacts

A guide on how to import contacts to Cirrus CRM

Jennifer Meidell avatar
Written by Jennifer Meidell
Updated over a week ago

Importing data to Cirrus with Excel is a smart way to get started with a lot of information in one go. 

Every import in Cirrus begins with downloading a template that follows a specific structure to make the import possible. 

To import contacts you need to download the template. You can find the templates in the import guide under "Settings" in the bottom of the menu. 

Important! Make sure the company you want to add contacts to is created first, here's a link to the guide on how to import companies.

For Cirrus 1 - Navigate to the Control Panel and then select Import.
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Step 1. 

Download the template "importtemplate_persons" and complete it with your data.

Not sure which data to put where? Doublecheck you file with the help guide on the left when you've started the import.

Step 2. 

Select "+New import" in the bottom of bottom of the page and then select what type of data you want to import. In this case, choose "Contacts" and click "Forward". 

Step 3. 

Upload your file by choosing "+ Add File" and select the file you want to import.
When your file is uploaded, pick it up in the import archive and then "Forward".

Step 4.

In this step you'll be able to change some settings for your import.

  • Do you want to add new contacts that is in your file but not yet in Cirrus? YES/NO

  • Do you want to update contacts from your file that already exists in Cirrus? YES/NO

Then continue with "Forward".

Step 5. 

In this step you can review your import before completing it. All contacts from your file will be displayed and you can choose if there are any that you want to skip. You can also make sure that all contacts has matched with the right comapany and if anyone failed to match. Make sure the company name in your file for contacts is exactly the same as in Cirrus, otherwise there will not be a match. 

Step. 6

Done! 💃👏 An overview of all your imported contacts will be shown.
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Head over to contacts or explore in the search field to look someone up! 👇

⚠PLEASE NOTE
3000 rows are the maximum your can import at one time. Imports with more than 3000 rows will not work. If you have more than 3000 rows you need to make several imports.

Next?

Now when you've got all your contacts in place, maybe it's time to schedule an activity with one of them? Check this guide out on how to add a new activity!

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