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How to Import Contacts into Housing Market CRM

Tutorial 46 of 181 · 43 s

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Moving to Housing Market CRM from a spreadsheet or another CRM? The Import tool, part of the Business plan, brings contacts, leads and deals across in one go — up to 5,000 rows per file from CSV, TSV or Excel. This tutorial imports a contact list: we choose what we are importing, pick the file, check how its columns match the CRM fields, run a dry run to see what will happen, and complete the import. Importing never sends an email or a notification to anyone; the records simply appear in your CRM.

In this tutorial you will learn

  • Where the Import tool is
  • Which file types and sizes are accepted
  • How column matching works
  • What the dry run shows
  • That importing sends no messages

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Import in the left menu.
  3. Bring in up to 5,000 rows per file — nobody is emailed.
  4. Choose Contacts.
  5. Click Choose file and pick a CSV, TSV or Excel file.
  6. Check that each column is matched to the right field.
  7. Run a dry run to preview the result.
  8. Then start the import.
  9. Your contacts are now in the CRM.