You can import contacts into WP-CRM using the Import settings.
In order to import contacts successfully, you need to first have a CSV file with your information set up in the correct format. The easiest way to do this is to use a spreadsheet program like Microsoft Excel, and simply save your data as a CSV.
Your CSV file should have the first row as a header. This row will not get imported, and actually anything in the first row is ignored by the importer. You should use this row to help you organize the data in some logical format.
If you have organizations to import, it is better to import them first so they can be properly assigned to the contacts you are importing now.
How to Format Your Contact Import #
Columns should be in the following order:
- Contact’s name prefix (mr, mrs, etc.)
- First name
- Last name
- Organization/company ID#
- Contact’s role (owner, CEO, etc.)
- Street 1
- Street 2
- Zip/Postal Code
- Additional Information
There are two columns that expect certain information – the name prefix, and organization/company name.
The contact’s name prefix expects one of the following:
Note the prefix must be all lowercase and not include any punctuation such as periods.
CORRECT PREFIX: dr
INCORRECT PREFIX: Dr.
The prefix will still display in the traditional “Dr.” or “Mrs.” format once imported, but the lowercase version is the value required in the database.
The organization/company must match the ID number of an organization that already exists in your WP-CRM System. It must only be the ID, which can be found by visiting WP-CRM > Organizations, and clicking on the organization’s name. The ID will be found in the address bar. For example, you might see http://yoursite.com/wp-admin/post.php?post=198&action=edit. In this case the ID you will need is 198.
The additional information can accept basic HTML as well.
The category column can contain existing categories or it will create new categories if they don’t already exist. To include multiple categories separate each by a comma.
How to Create an Import File #
If you need help creating the import file, please visit this help document.