Importers

Importers

Import Contacts
You can import contacts into WP-CRM using the Import Contacts extension.  In order to import contacts successfully, you need to first have a CSV file with ...
Tue, 28 Jul, 2020 at 12:09 PM
Import Organizations
You can import organizations into WP-CRM System using the Import Organizations extension.  In order to import organizations successfully, you need to first...
Fri, 21 Aug, 2020 at 1:06 PM
How to Create an Import File
If you are trying to import your campaigns, contacts, tasks, opportunities, projects, or organizations, you likely want to know how to create an import file...
Tue, 28 Jul, 2020 at 12:09 PM
Import Tasks
You can import projects into WP-CRM System using the Import Tasks extension.  In order to import tasks successfully, you need to first have a CSV file with...
Tue, 28 Jul, 2020 at 12:10 PM
Importing Custom Fields
In version 2.2+ of our Import plugins, we have included the ability to import custom fields, if using our Custom Fields extension (also requires at least ve...
Tue, 28 Jul, 2020 at 12:10 PM
Import Opportunities
You can import opportunities into WP-CRM System using the Import Opportunities extension.  In order to import opportunities successfully, you need to first...
Tue, 28 Jul, 2020 at 12:10 PM
Importing Contacts Assigned to Organizations
Our import plugins require an organization's ID number when importing a contact that is to be assigned to that organization. We do this because any loo...
Tue, 28 Jul, 2020 at 12:11 PM
Import Projects
You can import projects into WP-CRM System using the Import Projects extension. In order to import projects successfully, you need to first have a CSV file ...
Tue, 28 Jul, 2020 at 12:11 PM
Import Campaigns
You can import your marketing campaigns into WP-CRM System using the Import Campaigns extension.  In order to import campaigns successfully, you need to fi...
Tue, 28 Jul, 2020 at 12:11 PM