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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. If you want to import contacts from Microsoft Excel file, please follow these steps:

  1. Click on the Contacts 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.

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  1. Right click on any contact and select Import data > Save template for import.

Save Template for Import

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

Import From Excel

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