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#Pc version of contacts journal crm how to#
#Pc version of contacts journal crm full#
#Pc version of contacts journal crm mac#

Once you have the vCard file ready, you're set! To select a group of contacts: Click More Export, then choose the group.To select specific contacts: Check the boxes next to their names.Choose which contacts you want to export:.Now you can export the contacts list to a vCard file: Go to the old version of Google Contacts.You can use these instructions to import a list of contacts in Excel into a Gmail account: Importing CSV Into Google Contacts

#Pc version of contacts journal crm mac#

On both iOS and Mac apps, you can import contacts into the app with vCard files. If you have an Excel or CSV file, the best way to convert it into vCard format is Gmail contacts. Let us know if you have other format requirements currently only UTF-8 format is supported.A column that is imported as a Custom Fields with the 'date' type has to have values that are in ISO8601 format "yyyy-mm-dd".

Else it will use the default label specified in the Options page. For phones, emails and addresses, you can specify a label in the column header name (e.g.There shouldn't be any extra trailing columns, or extra rows in the file.

If you have a duplicate column name in the file, the app will crash when you try to import the file If you don't have any name columns, the import will give hoy an error.

#Pc version of contacts journal crm full#

you need to specify some 'name' columns, either using FirstName/LastName split columns, or one Full Name column.

On selecting the "Import Contacts" button, the contacts will then be imported into the app. Here, you can select if you want to save the contacts as "Private Contacts", give some defaults for the phone, email and address labels, and even create a Private Group for the imported contacts. You can also specify some options at the time of import, by clicking on the 'Options' blue button (next to the 'Cancel' button): You can also remove a contact from the import. When you're satisfied with the column mappings, click Continue, to see a preview of the contacts that are going to be imported.Ĭlicking on the (i) button in front of the contact will show you all the information that is going to be saved for that contact. You can also choose "Append to Notes" to add the values in the Notes field instead, and also "Exclude from Import" to ignore that column. 'Date' columns need to in the ISO-8601 format "yyyy-mm-dd" (for e.g. 'List' will create a new Custom Field of type List, with new list values for each unique value in that column. If the Custom Field with that name already exists in Contacts Journal, the values will be added to that field and a new field won't be created.įor new Custom Fields, you can specify different 'types' of columns here as well. The basic contact fields (like phone number, emails etc) are mapped automatically, and any extra columns with values are mapped to Custom Fields. You will then be presented with a page which previews how the column names are mapped to their Contacts Journal fields.

#Pc version of contacts journal crm how to#

For other situations, you can use the "Import using vCard Files" instructions to see how to convert an Excel/CSV file into a vCard file and them import that.įrom the main Contacts list page in the Contacts Journal Mac app, press the + button and select the "Import CSV File" option, and select the CSV file you want to import. To access this feature, you need to be running macOS Monterey or iOS 15.0, with the latest version of the Contacts Journal app. Text, List, Date, etc), making it easier to categorize your contacts. At the time of import, you can even define what 'type' of information your Custom Fields contains (e.g. With this feature, you can quickly and easily import contacts information as well as Custom Fields for your contacts. With Contacts Journal, you can directly import your contacts list from a CSV (comma-seperated values) file.