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Import contacts to the CRM

How to import contacts from an XLS, XLSX, or CSV file into the Joomag CRM.

Written by David Aslanyan

Importing contacts lets you add several contacts at once instead of entering them one by one. Use the following steps to import a contact list to the CRM.

  1. Click the CRM button on the left sidebar.

  2. Click the Add contacts button.

  3. Click the Import button.

  4. Drag the file to the designated area or select a file from your computer. Note: Only XLS, XLSX, or CSV files are supported.

  5. Optionally, add contacts to an existing list or create a new one.

    • To replace all contacts in a list, enter an existing list name and check Reset selected contact list. This removes contacts from the list only, not from the CRM.

    • To skip contacts already in the CRM, check the deduplication option.

  6. Click the Import button.

  7. Match the columns from your file to the Joomag contact fields. Skip columns you don't need or create new custom fields.

  8. Click Start Import.

Once imported, you'll see a summary showing how many records were imported, duplicated, or invalid. You can also download the list of invalid records.

Note: Previous campaign statistics are not affected by the import.

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