A lot of businesses need to convert their contacts from an Excel file to their CRM system, so you are not the only one who needs to do this. CRM software lets you keep track of your clients and contacts, but it normally does not let you upload Excel files directly. So, the question is- how do you get all that contact information from Excel into your CRM without losing any data or making any mistakes?
Below is a simple way to accomplish it-
- Check what format your CRM accepts-
Most CRM systems let you import contacts, but they usually need to be in a certain format, such as CSV or vCard. You need to figure out what kind of file your CRM likes.
- Prepare your Excel file-
Check that your Excel sheet is clean. There should be a distinct heading for each column, such as Name, Phone Number, Email, Company, and so on. Get rid of any notes or rows which aren't needed.
- Convert the Excel file into a supported format-
You can save your Excel file as a .csv file if your CRM can read CSV files. You will need to convert your Excel file into vCard format if your CRM wants contacts in that format, which is standard for many modern systems.
- Import the file into your CRM-
After your Excel data is in the appropriate format, go to the import feature in your CRM. To upload the file, follow the CRM's instructions. This usually means matching fields, like matching the Phone Number column in your file to the phone number field in the CRM.
- Check the imported data-
Check a few contacts in your CRM again after the import to make sure everything is correct. Check to see that names, numbers, and emails are in the appropriate places.
A helpful tool to make this easier-
You can use an application like GainTools Excel to vCard Converter if your CRM needs vCard format and you have no idea how to convert your Excel data to vCard. You do not require any technological expertise to use it.
This is what it does-
- Converts Excel files into vCard format quickly
- Allows you to map your Excel columns to contact fields like name, phone, email, etc.
- Supports batch conversion, which is useful if you have hundreds or thousands of contacts.
- Works nicely with CRMs like Google Contacts, iCloud, Outlook, and others.
This type of tool saves you time and reduces the risk of errors. Instead of carrying out the complete conversion manually or dealing with formatting issues, it helps automate the process so your contacts are placed safely and correctly into your CRM.
In short, it can be difficult to move contacts from Excel to a CRM if you know how to do it. Make sure your data is clean, convert it to the right format, and utilise a trusted tool if you need to so that everything goes smoothly and without mistakes.