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Warning
To use import from Microsoft 365, your eWay-CRM must run in our cloud. If you use eWay-CRM on-premises, this feature will not be available.
  1. When you are in eWay-CRM for Microsoft 365, click Go to > Contacts. In Contacts click Import from Microsoft 365.
  2. Import from Microsoft 365

  3. You will see a dialog where you can select a folder to import.
  4. Import dialog

     

  5. If you click Select a folder, you will be logged into your account, unless it is not the same as you used to sign in to eWay-CRM. In this case, you will be asked to sign into your Microsoft 365 account. After successful login, you will see folders of contacts as you have in Microsoft 365. Select those folders you want to import. Another folder can be added by clicking add a contacts folder.
  6. Select folder

     

  7. Before import, you have some other options: You can categorize contacts in each folder by different categories to easily recognize them in eWay-CRM. Or click Automatically create companies in eWay-CRM, so companies will be created and related to your contacts in eWay-CRM. If you are satisfied with the setting, click Import.
  8. Other settings

     

  9. In the dialog, you can see the progress of the import.
  10. Importu progress

     

  11. You will be informed about the successful finish of the import.
  12. successful import

     

  13. Now, you can use all your contacts in eWay-CRM.
  14. successful import

Do you have questions? Our consultants have answers.

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table