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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

    • On the Contacts / Smart lists page, press the Import Contacts button on the upper part of your screen to import contacts.

Uploading Contacts

    • Select a file (should be .csv format)

Mapping Fields

    • Field Mapping (Matching fields from your .csv file to Vintory 2.0 contact field)
    • Next

Start Import

    • Add Tags (This is helpful if you want to put the imported contacts straight to a campaign)
    • Click Submit