How to Import Contacts from Microsoft Excel

The Import from Microsoft Excel option might be a very useful feature especially if you need to migrate from another CRM or if you have purchased a contact list and now you want to move these contacts to eWay-CRM and track communication with them.

Prior to importing contacts, you need to import Companies first.

1. Click on the Companies tab on the eWay-CRM ribbon. Customize the eWay-CRM view so it contains all the fields you want to import. You can use the column chooser feature to add additional columns.

   

2. Right click on any company and select Import data > Save template for import.
   

   

3. Open the saved Excel file and fill it in with your data. Save it.
4. On the eWay-CRM ribbon, click on the button From Excel, load the table and import data.

   

5. Now, click on Contacts in the eWay-CRM ribbon and follow the same steps.