How-To GuideBeginner5 min read

How to Import Contacts from a Spreadsheet or Other CRM

Bulk import your existing customer list into Local Business Pro using CSV or Excel files.

Quick Answer: Go to Operations > Contacts, click the three-dot menu, select 'Import Contact List', download the template, fill in your data, and upload. Map columns and confirm the import.

Before You Import

Export your contacts from your current system as CSV or Excel
Clean up obvious duplicates in your spreadsheet first
Ensure phone numbers include area codes
Standardize how names are formatted

Step-by-Step Import

Navigate to Operations > Contacts
Click the three-dot menu (⋮) in the header
Select Import Contact List
Download the template to see required format
Match your data to the template columns
Upload your completed spreadsheet
Map columns - match your headers to Local Business Pro fields
Preview the import to check for errors
Click Confirm to complete the import

Template Fields

Name (required): Customer full name
Phone (recommended): Phone number with area code
Email: Email address
Address: Street address
City, State, Zip: Location fields
Notes: Any notes about the customer

Frequently Asked Questions

Q: How many contacts can I import at once?
A: The system handles thousands of contacts per import. Large imports may take a few minutes to process.

Q: What if some rows have errors?
A: The preview shows problematic rows. You can fix them in your spreadsheet and re-upload, or import the valid rows and fix the rest later.

Tags:

importcontactscsvspreadsheetmigration

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