You can easily import data to Revamp CRM from CSV files. We will import contact's basic info, tags, organizations, names, emails and even Custom Fields. To learn how to import data to Revamp CRM from spreadsheets, read the instructions below.
Hoover on the 'Add Contact' Icon beside your account name at the top-right of the screen.
Choose the 'CSV' icon.
Click Choose File to open your files and select the file you want to import.
Click Import to upload the file to RevampCRM.
Once your file has been analyzed, it's time to start mapping your CSV by matching your file columns to the Revamp app's fields' names. Revamp CRM will auto-recognize and automatically upload the data in your file if your columns' titles are correctly named.
- Revamp CRM allows you to have unlimited contacts, but you can only import 2,000 contacts per file.
- If you're importing Tags, you need to separate the tags with "," so Revamp CRM can read each one separately
Edit column's title:
If the auto-recognition failed for any of your fields, you can click on the Pencil Icon to edit your column title by easily selecting from a drop-down menu.
If you find that a selected column is either empty or you no longer need it, just click the X to omit a column from your import.
If you want to add the column title in your CSV file to the Revamp app instead of the fixed ones in the drop-down menu, you can do that through adding a custom field. Click on the Gear Icon, Go to Settings and Contact Custom fields to properly label your content, then import your file again to have the custom field's name appear in your drop-down menu.
Import deleted column:
Click on the Pencil Icon and follow the above steps and we will import that column for you.
Only once your column turns green will your selection be confirmed. If you encounter a mistake, you can use the Pencil Icon to change your selection or use the X to omit a column from your import.
After you're done mapping your CSV file, you can now add tags or scores to the contacts in this file. You can add them to a certain list as well so you can start marketing right away.
Once completed, hit Complete Import!