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How to Import Contacts
STEP 1: Log in to Vintory CRM
STEP 2: Click on the CONTACTS tab
STEP 3: Go to Smart Lists the click Import Contacts
IMPORTING CONTACTS
Import Contacts
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- On the Contacts / Smart lists page, press the Import Contacts button on the upper part of your screen to import contacts.
Uploading Contacts
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- Select a file (should be .csv format)
Mapping Fields
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- Field Mapping (Matching fields from your .csv file to Vintory 2.0 contact field)
- Next
Start Import
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- Add Tags (This is helpful if you want to put the imported contacts straight to a campaign)
- Click Submit