Use CSV to Transfer your Contacts in Mere Seconds

Importing your contacts or leads with a CSV file or a Spreadsheet is a great way to make sure you have your entire database on your Revamp CRM account. You'll want to take a few steps first to make sure that CSV file is formatted properly for the import. 

Key Features of Revamp's CSV Import:

  • Our CSV mapping process is time efficient and easy to use. Once you've imported your file, we will automatically match the fields in your CSV to Revamp CRM fields to ensure your data is well organized
  • You will be able to create up to 10 custom fields to match the rest your CSV SpreadSheet
  • You can add tags to better filter your CSV contacts

This Video Shows You How To:

  •  Import. The steps to import contacts and leads using a CSV file
  • Tagging. How to tag all contacts from a specific CSV file
  • Searching. Use the tags to search for contacts from a certain imported CSV file