If you are migrating to WP-CRM System from another CRM, or even if you kept track of your contacts using an old-fashioned spreadsheet you can easily import them into your WP-CRM System.
Imports are done by uploading a CSV file with the appropriate information for each contact.
Import and export information to custom fields created with our Custom Fields extension.
Easily export your records with one click!
- Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.
- WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).