How to Import Contacts into Durable CRM
Importing contacts into Durable CRM is easy – click "Import" on the Contacts tab and then select your .CSV contact list.
Importing contacts via CSV file is only available for the Starter and Business plan users.
Go to CRM > Contacts > Import.
Click "Select file" to upload a CSV file and click "Open."
You will then be asked to match the fields in your file with the fields in Durable CRM. If there are any fields that you don't want to import, you can select "Ignore" for that field.
Note: If your contact list has fields that aren't included in Durable by default, you should create those custom fields before importing your contacts.
Once you've matched all the necessary fields and reviewed everything, click "Import," your contact list should be imported into Durable CRM.
How to export contacts from Durable CRM
To export CRM contacts, you will at least need to have one contact under your CRM.
Go to CRM.
Select the customers whom you want to export as CRM.
Click "Export" in the top right corner. Please note that this button will only show up when you select at least one customer.
A CSV file will be downloaded.
Importing and exporting contacts into Durable CRM is quick and easy. If you have any questions about Durable CRM, feel free to contact our Customer Success team – we're always here to help!